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Original filing (PDF)20251013200651NAL0002687120001
SRI INTERNATIONAL
Form 5500
FILING_RECEIVED
SRI INTERNATIONAL RETIREMENT SAVINGS PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,056
Accounts w/ balance
2,912
Plan assets (EOY)
$787.2M
Net assets (EOY)
$787.2M
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)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 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 AVENUE · MENLO PARK, CA · 94025
Phone
(650) 859-4653
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
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)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $101K | — |
| MULTNOMAH GROUP, INC | 20-0361079 | — | NONE | $25K | — |
Investments
40 direct securities · 1 pooled fund· $787.2M(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
$785.0M
40 holdings
Pooled Separate Account
$2.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Benefit Responsive Guaranteed Investment Contract | — | — | — | $86.9M | 11.0% | |
| CREF Stock R2 Variable Annuities | — | — | — | $81.2M | 10.3% | |
| Vanguard Total St Mk Ix In Pl Mutual Funds | — | — | — | $75.2M | 9.6% | |
| Vanguard PRIMECAP Adm Mutual Funds | — | — | — | $47.7M | 6.1% | |
| Vanguard Target Retire 2025 Mutual Funds | — | — | — | $47.2M | 6.0% | |
| Vanguard Target Retire 2030 Mutual Funds | — | — | — | $41.1M | 5.2% | |
| Vanguard Target Retire 2035 Mutual Funds | — | — | — | $36.7M | 4.7% | |
| Vanguard Target Retire Income Mutual Funds | — | — | — | $30.2M | 3.8% | |
| Vanguard Target Retire 2040 Mutual Funds | — | — | — | $28.9M | 3.7% | |
| Vanguard Target Retire 2045 Mutual Funds | — | — | — | $27.1M | 3.4% | |
| Vanguard Target Retire 2020 Mutual Funds | — | — | — | $25.6M | 3.3% | |
| TIAA-CREF Self Directed Acct Self Directed Brokerage Account | — | — | — | $25.2M | 3.2% | |
| Vanguard Ttl Intl Stk Idx Inst Mutual Funds | — | — | — | $23.4M | 3.0% | |
| Vanguard Wellington Adm Mutual Funds | — | — | — | $22.1M | 2.8% | |
| MFS Value Fund Class R6 Mutual Funds | — | — | — | $22.0M | 2.8% | |
| Vanguard Federal Money Mkt Inv Mutual Funds | — | — | — | $16.5M | 2.1% | |
| Vanguard Target Retire 2050 Mutual Funds | — | — | — | $14.9M | 1.9% | |
| Conestoga Small Cap Instl Mutual Funds | — | — | — | $14.0M | 1.8% | |
| CREF Growth R2 Variable Annuities | — | — | — | $13.7M | 1.7% | |
| Vanguard Ttl Bd Mkt Idx Inst Mutual Funds | — | — | — | $13.3M | 1.7% | |
| TIAA Traditional Non Benefit Responsive Guaranteed Interest Account | — | — | — | $13.2M | 1.7% | |
| HotchkisandWileySmlCpDivValZ Mutual Funds | — | — | — | $11.5M | 1.5% | |
| CREF Equity Index R2 Variable Annuities | — | — | — | $8.1M | 1.0% | |
| Vanguard Target Retire 2055 Mutual Funds | — | — | — | $7.7M | 1.0% | |
| Dodge&CoxInternationalStockX Mutual Funds | — | — | — | $7.1M | 0.9% | |
| Vanguard Short-Trm Bd Idx Inst Mutual Funds | — | — | — | $6.9M | 0.9% | |
| CREF Global Equities R2 Variable Annuities | — | — | — | $6.7M | 0.8% | |
| CREF Core Bond R2 Variable Annuities | — | — | — | $5.4M | 0.7% | |
| Baird Core Plus Bond Fund Inst Mutual Funds | — | — | — | $5.3M | 0.7% | |
| CREF Money Market R2 Variable Annuities | — | — | — | $4.5M | 0.6% | |
| Vanguard Ttl Intl Bnd Idx Inst Mutual Funds | — | — | — | $3.2M | 0.4% | |
| Harding Loe Intl Eq Por Inst Z Mutual Funds | — | — | — | $3.1M | 0.4% | |
| CREF Social Choice R2 Variable Annuities | — | — | — | $3.0M | 0.4% | |
| Vanguard Target Retire 2060 Mutual Funds | — | — | — | $2.3M | 0.3% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $2.1M | 0.3% | |
| DFA Intl Small Company I Mutual Funds | — | — | — | $1.7M | 0.2% | |
| maturities through 2034 $ - | — | — | — | $1.1M | 0.1% | |
| CREF Inflation-Linked Bond R2 Variable Annuities | — | — | — | $985K | 0.1% | |
| Vanguard Target Retire 2065 Mutual Funds | — | — | — | $630K | <0.1% | |
| TIAA Traditional Benefit Responsive 2 Guaranteed Investment Contract | — | — | — | $71K | <0.1% | |
| Vanguard Target Retire 2070 Mutual Funds | — | — | — | $26K | <0.1% |