Original filing (PDF)20250814101611NAL0005350739001

SOCIALLY RESPONSIBLE RETIREMENT STRATEGIES, LLC

Name: SOCIALLY RESPONSIBLE RETIREMENT STRATEGIES, LLC — SRRS 401(K) PLAN, Form 5500 (2024)
Creator: SOCIALLY RESPONSIBLE RETIREMENT STRATEGIES, LLC

Form 5500-SF

FILING_RECEIVED

SRRS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$70K

Net assets (EOY)

$70K

Plan health score

Top-tier plan health

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

Helping the score

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOCIALLY RESPONSIBLE RETIREMENT STRATEGIES, LLC.

Plan sponsor

Name

SOCIALLY RESPONSIBLE RETIREMENT STRATEGIES, LLC

EIN

84-3762654all filings

Address

444 MAIN STREET · SUITE 207 · LA CROSSE, WI · 54601

Phone

(608) 797-4007

Industry

Finance & Insurancesee all

Plan administrator