How big is SR01's plan?

SR01's plan reported $403 in assets and 20 participants for 2024.

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Original filing (PDF)20250718135315NAL0002691536001

SR01

Name: SR01 — SR01 401(k) Plan, Form 5500 (2024)
Creator: SR01
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SR01 401(k) Plan

401(k) retirement plan · SR01's SR01 401(k) Plan held $403 in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$403

Net assets (EOY)

$403

People on this filing

Marcus Bowie signed SR01's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

SR01's EIN is 84-4539810.

EIN 84-4539810

Plan number 001

Plan year 2024

ACK ID 20250718135315NAL0002691536001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SR01 from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SR01's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SR01.

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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 (3rd percentile).

Helping the score

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

Plan sponsor

Name

SR01

EIN

all filings

Address

141 N ATLANTIC BLVD · MONTEREY PARK, CA · 91754

Phone

(626) 866-4218

Industry

Professional & Technical Services

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

2025-07-18

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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