How big is SRM Holdings, LLC's plan?

SRM Holdings, LLC's plan reported $2.1M in assets and 34 participants for 2024.

Original filing (PDF)20250804191223NAL0000883427001

SRM Holdings, LLC

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

Form 5500-SF

FILING_RECEIVED

SRM Holdings, LLC 401(k) Plan

401(k) retirement plan · SRM Holdings, LLC's SRM Holdings, LLC 401(k) Plan held $2.1M in plan assets for 34 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

SRM Holdings, LLC's EIN is 86-3133595.

EIN 86-3133595

Plan number 001

Plan year 2024

ACK ID 20250804191223NAL0000883427001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

SRM HOLDINGS, LLC

EIN

all filings

Address

1350 POMERELLE AVE · BURLEY, ID · 83318

Phone

(208) 650-0090

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator