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Original filing (PDF)20251013200138NAL0000927123001
SRI INTERNATIONAL
Form 5500
FILING_RECEIVED
SRI INTERNATIONAL 401(K) PLAN
401(k) retirement plan
Active participants
331
Accounts w/ balance
275
Plan assets (EOY)
$26.5M
Net assets (EOY)
$26.5M
How this plan invests
This plan
31 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 29 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
006
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)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPING | $10K | — |
Investments
31 direct securities· $26.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Benefit Responsive 2 Guaranteed Investment Contract | — | — | — | $5.5M | 20.6% | |
| Vanguard Tgt Rtmt 2050 Tr I Common Collective Trust | — | — | — | $2.7M | 10.2% | |
| Vanguard Tgt Rtmt 2035 Tr I Common Collective Trust | — | — | — | $2.3M | 8.6% | |
| Vanguard Total St Mk Ix In Pl Mutual Fund | — | — | — | $2.0M | 7.7% | |
| Vanguard Tgt Rtmt 2045 Tr I Common Collective Trust | — | — | — | $2.0M | 7.5% | |
| Vanguard Tgt Rtmt 2025 Tr I Common Collective Trust | — | — | — | $1.2M | 4.5% | |
| Vanguard Wellington Adm Mutual Fund | — | — | — | $1.1M | 4.2% | |
| Vanguard Tgt Rtmt 2055 Tr I Common Collective Trust | — | — | — | $1.0M | 3.9% | |
| Vanguard Tgt Rtmt 2030 Tr I Common Collective Trust | — | — | — | $971K | 3.7% | |
| Vanguard Ttl Intl Stk Idx Inst Mutual Fund | — | — | — | $929K | 3.5% | |
| Vanguard Federal Money Mkt Inv Mutual Fund | — | — | — | $886K | 3.3% | |
| TIAA-CREF Self Directed Acct Mutual Fund ** 275 * CREF Stock R2 Variable Annuities | — | — | — | $791K | 3.0% | |
| MFS Value Fund Class R6 Mutual Fund | — | — | — | $781K | 2.9% | |
| Vanguard Tgt Rtmt 2040 Tr I Common Collective Trust | — | — | — | $652K | 2.5% | |
| Vanguard PRIMECAP Adm Mutual Fund | — | — | — | $613K | 2.3% | |
| Vanguard Tgt Rtmt 2060 Tr I Common Collective Trust | — | — | — | $574K | 2.2% | |
| HotchkisandWileySmlCpDivValZ Mutual Fund | — | — | — | $495K | 1.9% | |
| Vanguard Short-Trm Bd Idx Inst Mutual Fund | — | — | — | $357K | 1.3% | |
| Conestoga Small Cap CIT A Common Collective Trust | — | — | — | $321K | 1.2% | |
| Dodge&CoxInternationalStockX Mutual Fund | — | — | — | $310K | 1.2% | |
| Vanguard Ttl Bd Mkt Idx Inst Mutual Fund | — | — | — | $281K | 1.1% | |
| Vanguard Tgt Rtmt 2065 Tr I Common Collective Trust | — | — | — | $167K | 0.6% | |
| Vanguard Tgt Rtmt 2020 Tr I Common Collective Trust | — | — | — | $108K | 0.4% | |
| CREF Core Bond R2 Variable Annuities | — | — | — | $104K | 0.4% | |
| Baird Core Plus Bond Fund Inst Mutual Fund | — | — | — | $102K | 0.4% | |
| Harding Loe Intl Eq Por Inst Z Mutual Fund | — | — | — | $90K | 0.3% | |
| TIAA Traditional Non Benefit Responsive 2 Guaranteed Investment Contract | — | — | — | $88K | 0.3% | |
| Participant Loan Fund maturities through 2029 $ - | — | — | — | $33K | 0.1% | |
| DFA Intl Small Company I Mutual Fund | — | — | — | $12K | <0.1% | |
| Vanguard Ttl Intl Bnd Idx Inst Mutual Fund | — | — | — | $11K | <0.1% | |
| Vanguard Tgt Rtmt 2070 Tr I Common Collective Trust | — | — | — | $6K | <0.1% |
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