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Original filing (PDF)20251010114852NAL0008091857001
SRK CONSULTING (U.S.), INC.
Form 5500
FILING_RECEIVED
SRK CONSULTING (U. S.), INC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
112
Accounts w/ balance
150
Plan assets (EOY)
$23.6M
Net assets (EOY)
$23.6M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 49 bps in Schedule C fees — 68% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SRK CONSULTING (U.S.), INC..
Plan sponsor
Name
SRK CONSULTING (U.S.), INC.
EIN
84-0816430
Address
999 17TH STREET, SUITE 400 · DENVER, CO · 80202
Phone
(303) 985-1333
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANTE MORAN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AVEO CAPITAL PARTNERS, LLC | — | ENGLEWOOD, CO | INVESTMENT ADVISOR | $53K | — |
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGER | $21K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANTE MORAN, PLLC | — | DETROIT, MI | AUDITOR | $23K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | ADMINISTRATOR | $18K | — |
Investments
31 direct securities· $23.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Empower Annuity Insurance Company of America Fully benefit-responsive guaranteed investment contract - Guaranteed Portfolio Fund | — | — | — | $4.2M | 17.6% | |
| Vanguard 500 Index Admiral | — | — | — | $3.9M | 16.5% | |
| DFA Securities International Core Equity | — | — | — | $1.9M | 8.0% | |
| Laudus U.S. Large Cap Gr | — | — | — | $1.6M | 7.0% | |
| TIAA-CREF Core Plus Bond Inst | — | — | — | $1.2M | 5.0% | |
| Vanguard Target Retirement 2050 | — | — | — | $1.1M | 4.9% | |
| Vanguard Mid Cap Index Fund | — | — | — | $1.1M | 4.6% | |
| DFA Securities U.S. Large Cap Value | — | — | — | $996K | 4.2% | |
| Vanguard Growth Index | — | — | — | $840K | 3.6% | |
| Vanguard Target Retirement 2025 | — | — | — | $693K | 2.9% | |
| Vanguard Small Cap Index | — | — | — | $607K | 2.6% | |
| DFA Securities Global Equity | — | — | — | $600K | 2.5% | |
| Vanguard Target Retirement 2060 | — | — | — | $594K | 2.5% | |
| Vanguard Target Retirement 2040 | — | — | — | $572K | 2.4% | |
| DFA Securities U.S. Targeted Value | — | — | — | $506K | 2.1% | |
| DFA Securities Inflation-Protected Securities | — | — | — | $381K | 1.6% | |
| Vanguard Target Retirement 2030 | — | — | — | $363K | 1.5% | |
| Vanguard Target Retirement 2045 | — | — | — | $358K | 1.5% | |
| DFA Securities Emerging Markets | — | — | — | $325K | 1.4% | |
| Vanguard Target Retirement 2035 | — | — | — | $263K | 1.1% | |
| DFA Securities Intermediate-Term Extnd Qlty | — | — | — | $250K | 1.1% | |
| Vanguard Target Retirement Income | — | — | — | $222K | 0.9% | |
| PIMCO Income Instl | — | — | — | $214K | 0.9% | |
| dates through August 2037 - | — | — | — | $199K | 0.8% | |
| DFA Securities Global Real Estate Securities | — | — | — | $185K | 0.8% | |
| Transamerica High Yield Bond | — | — | — | $170K | 0.7% | |
| Vanguard Target Retirement 2055 | — | — | — | $148K | 0.6% | |
| PIMCO Low Duration Opportunities Inst | — | — | — | $105K | 0.4% | |
| DFA Securities U.S. Small Cap Value | — | — | — | $27K | 0.1% | |
| Vanguard Target Retirement 2020 | — | — | — | $2K | <0.1% | |
| DFA Securities International Small Cap Value | — | — | — | $1K | <0.1% |