How big is SRI International's plan?

SRI International's plan reported $887.1M in assets and 1,243 participants for 2024.

Original filing (PDF)20251013200348NAL0000927859001

SRI International

Name: SRI International — SRI International Basic, Form 5500 (2024)
Creator: SRI International
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

SRI International Basic Retirement Plan

401(k) retirement plan · SRI International's SRI International Basic Retirement Plan held $887.1M in plan assets for 1,243 participants in 2024, with TIAA as recordkeeper.

Signals · 2

Late participant contributionsSelf-directed brokerage offered

Active participants

1,243

Accounts w/ balance

4,754

Plan assets (EOY)

$887.1M

Net assets (EOY)

$887.1M

People on this filing

Shuri E. James signed SRI International's 2024 Form 5500 as plan administrator.

Shuri E. James — 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

SRI International's EIN is 94-1160950.

EIN 94-1160950

Plan number 001

Plan year 2024

ACK ID 20251013200348NAL0000927859001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

SRI International's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

How this plan invests

This plan

1 pooled trust

Schedule D

40 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 99K (1% of contributions).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

SRI INTERNATIONAL

EIN

all filings

Address

333 RAVENSWOOD AVE · MENLO PARK, CA · 94025

Phone

(650) 859-4653

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

2025-10-13

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

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TIAA	13-1624203	—	RECORDKEEPING	$142K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
CBIZ CPAS P.C.	43-1947695	—	NONE	$73K	—
MULTNOMAH GROUP, INC

Investments

40 direct securities · 1 pooled fund· $887.1M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Mutual Funds

$533.2M

15 holdings

Common Collective Trusts

$296.5M

18 holdings

Stable Value

$24.4M

2 holdings

Other securities

$17.2M

4 holdings

Self-Directed Brokerage

$14.0M

1 holding

Pooled Separate Account

$1.8M

1 holding

					% of plan
TIAA Traditional Non Benefit ResponsiveGuaranteed Interest Account	Mutual Funds	—	—	$176.4M	19.9%
CREF Stock R2 Variable Annuities	Mutual Funds	—	—	$133.0M	15.0%
Vanguard Total St Mk Ix In Pl Mutual Fund	Mutual Funds	—	—	$63.1M	7.1%
Vanguard PRIMECAP Adm Mutual Fund	Mutual Funds	—	—	$48.3M	5.4%
Vanguard Tgt Rtmt 2025 Tr I Common Collective Trust	Common Collective Trusts	—	—	$46.2M	5.2%
Vanguard Tgt Rtmt 2030 Tr I Common Collective Trust	Common Collective Trusts	—	—	$38.8M	4.4%
Vanguard Tgt Rtmt 2035 Tr I Common Collective Trust	Common Collective Trusts	—	—	$32.3M	3.6%
Vanguard Wellington Adm Mutual Fund	Mutual Funds	—	—	$28.3M	3.2%
Vanguard Tgt Rtmt Income Tr I Common Collective Trust	Common Collective Trusts	—	—	$27.0M	3.0%
TIAA Traditional Benefit Responsive Guaranteed Investment Contract	Stable Value	—	—	$24.3M	2.7%
Vanguard Tgt Rtmt 2020 Tr I Common Collective Trust	Common Collective Trusts	—	—	$23.7M	2.7%
Vanguard Tgt Rtmt 2040 Tr I Common Collective Trust	Common Collective Trusts	—	—	$22.9M	2.6%
Vanguard Tgt Rtmt 2045 Tr I Common Collective Trust	Common Collective Trusts	—	—	$22.4M	2.5%
Vanguard Ttl Intl Stk Idx Inst Mutual Fund	Common Collective Trusts	—	—	$19.9M	2.2%
MFS Value Fund Class R6 Mutual Fund	Mutual Funds	—	—	$19.6M	2.2%
CREF Growth R2 Variable Annuities	Mutual Funds	—	—	$15.0M	1.7%
TIAA-CREF Self Directed Acct Self Directed Brokerage Account	Self-Directed Brokerage	—	—	$14.0M	1.6%
Vanguard Federal Money Mkt Inv Mutual Fund	Mutual Funds	—	—	$12.1M	1.4%
Vanguard Tgt Rtmt 2050 Tr I Common Collective Trust	Common Collective Trusts	—	—	$11.7M	1.3%
Vanguard Ttl Bd Mkt Idx Inst Mutual Fund	Common Collective Trusts	—	—	$11.3M	1.3%
CREF Equity Index R2 Variable Annuities	Common Collective Trusts	—	—	$10.4M	1.2%
CREF Global Equities R2 Variable Annuities	Mutual Funds	—	—	$10.4M	1.2%
Conestoga Small Cap CIT A Mutual Fund	Common Collective Trusts	—	—	$9.5M	1.1%
HotchkisandWileySmlCpDivValZ Mutual Fund	Other securities	—	—	$9.3M	1.0%
CREF Money Market R2 Variable Annuities	Mutual Funds	—	—	$8.7M	1.0%
Vanguard Tgt Rtmt 2055 Tr I Common Collective Trust	Common Collective Trusts	—	—	$6.9M	0.8%
CREF Core Bond R2 Variable Annuities	Mutual Funds	—	—	$5.9M	0.7%
Vanguard Short-Trm Bd Idx Inst Mutual Fund	Common Collective Trusts	—	—	$5.5M	0.6%
Dodge&CoxInternationalStockX Mutual Fund	Mutual Funds	—	—	$5.3M	0.6%
Baird Core Plus Bond Fund Inst Mutual Fund	Other securities	—	—	$5.2M	0.6%
Vanguard Ttl Intl Bnd Idx Inst Mutual Fund	Common Collective Trusts	—	—	$3.6M	0.4%
Vanguard Tgt Rtmt 2060 Tr I Common Collective Trust	Common Collective Trusts	—	—	$3.5M	0.4%
CREF Social Choice R2 Variable Annuities	Mutual Funds	—	—	$3.1M	0.3%
CREF Inflation-Linked Bond R2 Variable Annuities	Mutual Funds	—	—	$2.6M	0.3%
Harding Loe Intl Eq Por Inst Z Mutual Fund	Other securities	—	—	$2.4M	0.3%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$1.8M	0.2%
DFA Intl Small Company I Mutual Fund	Mutual Funds	—	—	$1.4M	0.2%
Vanguard Target Rtmt 2065 Tr I Common Collective Trust	Common Collective Trusts	—	—	$941K	0.1%
maturities through 2034 -	Other securities	—	—	$340K	<0.1%
Vanguard Tgt Rtmt 2070 Tr I Common Collective Trust	Common Collective Trusts	—	—	$58K	<0.1%
TIAA Traditional Benefit Responsive 2 Guaranteed Investment Contract	Stable Value	—	—	$31K	<0.1%