How big is SRM2 LLC's plan?

SRM2 LLC's plan reported $210K in assets and 22 participants for 2024.

Original filing (PDF)20250711104650NAL0004609251002

SRM2 LLC

Name: SRM2 LLC — Source1 Retirement Plan, Form 5500 (2024)
Creator: SRM2 LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Source1 Retirement Plan

401(k) retirement plan · SRM2 LLC's Source1 Retirement Plan held $210K in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$210K

Net assets (EOY)

$210K

People on this filing

John Schiffmayer signed SRM2 LLC's 2024 Form 5500 as plan administrator.

John Schiffmayer — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

SRM2 LLC's EIN is 84-2901435.

EIN 84-2901435

Plan number 001

Plan year 2024

ACK ID 20250711104650NAL0004609251002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SRM2 LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SRM2 LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (20th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

SRM2 LLC

EIN

all filings

Address

747 KENRICK DRIVE · STE 124 · HOUSTON, TX · 77060

Phone

(346) 249-3552

Industry

Wholesale Trade

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

2025-07-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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