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Original filing (PDF)20251013200348NAL0000927859001
SRI INTERNATIONAL
Form 5500
FILING_RECEIVED
SRI INTERNATIONAL BASIC RETIREMENT PLAN
401(k) retirement plan
Active participants
1,243
Accounts w/ balance
4,754
Plan assets (EOY)
$887.1M
Net assets (EOY)
$887.1M
How this plan invests
This plan
1 pooled trust
Schedule D
41 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (4 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SRI INTERNATIONAL.
Plan sponsor
Name
SRI INTERNATIONAL
EIN
94-1160950
Address
333 RAVENSWOOD AVE · MENLO PARK, CA · 94025
Phone
(650) 859-4653
Industry
Professional & Technical Servicessee all
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)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPING | $142K | — |
Other
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ CPAS P.C. | 43-1947695 | — | NONE | $73K | — |
| MULTNOMAH GROUP, INC | 20-0361079 | — | NONE | $64K | — |
| KILPATRICK TOWNSEND & STOCKTON LLP | 58-0511774 | — | NONE | $43K | — |
| TOWERS WATSON DELAWARE INC. | 53-0181291 | — | NONE | $31K | — |
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.
Uncategorized
$885.3M
40 holdings
Pooled Separate Account
$1.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Non Benefit ResponsiveGuaranteed Interest Account | — | — | — | $176.4M | 19.9% | |
| CREF Stock R2 Variable Annuities | — | — | — | $133.0M | 15.0% | |
| Vanguard Total St Mk Ix In Pl Mutual Fund | — | — | — | $63.1M | 7.1% | |
| Vanguard PRIMECAP Adm Mutual Fund | — | — | — | $48.3M | 5.4% | |
| Vanguard Tgt Rtmt 2025 Tr I Common Collective Trust | — | — | — | $46.2M | 5.2% | |
| Vanguard Tgt Rtmt 2030 Tr I Common Collective Trust | — | — | — | $38.8M | 4.4% | |
| Vanguard Tgt Rtmt 2035 Tr I Common Collective Trust | — | — | — | $32.3M | 3.6% | |
| Vanguard Wellington Adm Mutual Fund | — | — | — | $28.3M | 3.2% | |
| Vanguard Tgt Rtmt Income Tr I Common Collective Trust | — | — | — | $27.0M | 3.0% | |
| TIAA Traditional Benefit Responsive Guaranteed Investment Contract | — | — | — | $24.3M | 2.7% | |
| Vanguard Tgt Rtmt 2020 Tr I Common Collective Trust | — | — | — | $23.7M | 2.7% | |
| Vanguard Tgt Rtmt 2040 Tr I Common Collective Trust | — | — | — | $22.9M | 2.6% | |
| Vanguard Tgt Rtmt 2045 Tr I Common Collective Trust | — | — | — | $22.4M | 2.5% | |
| Vanguard Ttl Intl Stk Idx Inst Mutual Fund | — | — | — | $19.9M | 2.2% | |
| MFS Value Fund Class R6 Mutual Fund | — | — | — | $19.6M | 2.2% | |
| CREF Growth R2 Variable Annuities | — | — | — | $15.0M | 1.7% | |
| TIAA-CREF Self Directed Acct Self Directed Brokerage Account | — | — | — | $14.0M | 1.6% | |
| Vanguard Federal Money Mkt Inv Mutual Fund | — | — | — | $12.1M | 1.4% | |
| Vanguard Tgt Rtmt 2050 Tr I Common Collective Trust | — | — | — | $11.7M | 1.3% | |
| Vanguard Ttl Bd Mkt Idx Inst Mutual Fund | — | — | — | $11.3M | 1.3% | |
| CREF Equity Index R2 Variable Annuities | — | — | — | $10.4M | 1.2% | |
| CREF Global Equities R2 Variable Annuities | — | — | — | $10.4M | 1.2% | |
| Conestoga Small Cap CIT A Mutual Fund | — | — | — | $9.5M | 1.1% | |
| HotchkisandWileySmlCpDivValZ Mutual Fund | — | — | — | $9.3M | 1.0% | |
| CREF Money Market R2 Variable Annuities | — | — | — | $8.7M | 1.0% | |
| Vanguard Tgt Rtmt 2055 Tr I Common Collective Trust | — | — | — | $6.9M | 0.8% | |
| CREF Core Bond R2 Variable Annuities | — | — | — | $5.9M | 0.7% | |
| Vanguard Short-Trm Bd Idx Inst Mutual Fund | — | — | — | $5.5M | 0.6% | |
| Dodge&CoxInternationalStockX Mutual Fund | — | — | — | $5.3M | 0.6% | |
| Baird Core Plus Bond Fund Inst Mutual Fund | — | — | — | $5.2M | 0.6% | |
| Vanguard Ttl Intl Bnd Idx Inst Mutual Fund | — | — | — | $3.6M | 0.4% | |
| Vanguard Tgt Rtmt 2060 Tr I Common Collective Trust | — | — | — | $3.5M | 0.4% | |
| CREF Social Choice R2 Variable Annuities | — | — | — | $3.1M | 0.3% | |
| CREF Inflation-Linked Bond R2 Variable Annuities | — | — | — | $2.6M | 0.3% | |
| Harding Loe Intl Eq Por Inst Z Mutual Fund | — | — | — | $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 | — | — | — | $1.4M | 0.2% | |
| Vanguard Target Rtmt 2065 Tr I Common Collective Trust | — | — | — | $941K | 0.1% | |
| maturities through 2034 - | — | — | — | $340K | <0.1% | |
| Vanguard Tgt Rtmt 2070 Tr I Common Collective Trust | — | — | — | $58K | <0.1% | |
| TIAA Traditional Benefit Responsive 2 Guaranteed Investment Contract | — | — | — | $31K | <0.1% |