How big is SRA Wealth Advisors' plan?

SRA Wealth Advisors' plan reported $614K in assets and 4 participants for 2025.

Original filing (PDF)20260429085316NAL0006058355001

SRA Wealth Advisors

Name: SRA Wealth Advisors — SRA Wealth Advisors 401(k), Form 5500 (2025)
Creator: SRA Wealth Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SRA Wealth Advisors 401(k) Plan

401(k) retirement plan · SRA Wealth Advisors' SRA Wealth Advisors 401(k) Plan held $614K in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$614K

Net assets (EOY)

$614K

People on this filing

Shaun Roberts signed SRA Wealth Advisors' 2025 Form 5500 as plan administrator.

Shaun Roberts — 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

SRA Wealth Advisors' EIN is 93-1693788.

EIN 93-1693788

Plan number 001

Plan year 2025

ACK ID 20260429085316NAL0006058355001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for SRA Wealth Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

SRA Wealth Advisors' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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