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SRI INTERNATIONAL — SRI INTERNATIONAL PUERTO RICO DEFINED CONTRIBUTION PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251013200037NAL0001816673001
SRI INTERNATIONAL
Form 5500-SF
FILING_RECEIVED
SRI INTERNATIONAL PUERTO RICO DEFINED CONTRIBUTION PLAN
Defined-contribution retirement plan
Active participants
1
Accounts w/ balance
14
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SRI INTERNATIONAL
.
Find decision makers
Plan sponsor
Name
SRI INTERNATIONAL
EIN
94-1160950
Address
333 RAVENSWOOD AVE · MENLO PARK, CA · 94025
Phone
(650) 859-6185
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3J · U.S. plan covering Puerto Rico residents
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Small plan (5500-SF) — Schedule H data not available.
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