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Original filing (PDF)20251015123018NAL0004846801001
SRU ELECTRIC, LLC
Form 5500
FILING_RECEIVED
SRU ELECTRIC, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
~133 bps in Sched C fees
Active participants
90
Accounts w/ balance
95
Plan assets (EOY)
$3.8M
Net assets (EOY)
$3.8M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 133 bps in Schedule C fees — 155% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SRU ELECTRIC, LLC.
Plan sponsor
Name
SRU ELECTRIC, LLC
EIN
99-3616090
Address
680 INDUSTRIAL DRIVE · UNIT 2 · CARY, IL · 60013
Phone
(847) 296-2810
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERVI | — | IRVINE, CA | RECORDKEEPER | $13K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS LLC | — | CHARLOTTE, NC | INVESTMENT ADVISOR | $26K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALTIGRO PENSION SERVICES INC | — | FAIRFIELD, NJ | CONTRACT ADMIN | $11K | — |
Investments
28 direct securities · 1 pooled fund· $3.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$3.8M
28 holdings
Common Collective Trust
$19K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds 2030 Target Date Fund R6 0.00 | — | — | — | $522K | 13.7% | |
| American Funds American Funds 2055 Target Date Fund R6 0.00 | — | — | — | $517K | 13.6% | |
| American Funds American Funds 2060 Target Date Fund R6 0.00 | — | — | — | $405K | 10.6% | |
| American Funds American Funds 2045 Target Date Fund R6 0.00 | — | — | — | $383K | 10.0% | |
| American Funds American Funds 2050 Target Date Fund R6 0.00 | — | — | — | $309K | 8.1% | |
| Vanguard 500 Index Fund - Admiral 0.00 | — | — | — | $268K | 7.0% | |
| American Funds American Funds 2065 Target Date Fund R6 0.00 | — | — | — | $251K | 6.6% | |
| American Funds American Funds 2035 Target Date Fund R6 0.00 | — | — | — | $226K | 5.9% | |
| American Funds American Funds 2025 Target Date Fund R6 0.00 | — | — | — | $140K | 3.7% | |
| American Funds American Funds 2040 Target Date Fund R6 0.00 | — | — | — | $128K | 3.4% | |
| American Funds American Funds Washington Mutual R6 0.00 | — | — | — | $109K | 2.9% | |
| Participant Loans Participant Loans due in various amounts, maturing on various 0.00 | — | — | — | $104K | 2.7% | |
| Vanguard Real Estate Index Admiral 0.00 | — | — | — | $72K | 1.9% | |
| Franklin Growth Opportunities R6 0.00 | — | — | — | $62K | 1.6% | |
| BlackRock High Yield Bond Portfolio K 0.00 | — | — | — | $58K | 1.5% | |
| American Funds American Funds 2020 Target Date Fund R6 0.00 | — | — | — | $48K | 1.3% | |
| Pimco Income Instl 0.00 | — | — | — | $46K | 1.2% | |
| iShares Russell Mid-Cap Index K 0.00 | — | — | — | $40K | 1.1% | |
| American Funds American Funds American Balance R6 0.00 | — | — | — | $34K | 0.9% | |
| Janus Henderson Triton N 0.00 | — | — | — | $31K | 0.8% | |
| RELIANCE METLIFE SERIES 25053 CL 0 METLIFE STABLE VALUE · EIN 58-1428634 / PN 013 | Common Collective Trust | — | — | $19K | 0.5% | |
| iShares Russell 2000 Small-Cap Index K 0.00 | — | — | — | $10K | 0.3% | |
| Goldman Sachs Goldman Sachs Sm Cap Val Insights Instl 0.00 | — | — | — | $10K | 0.3% | |
| Columbia Overseas Value Instl 3 0.00 | — | — | — | $7K | 0.2% | |
| Vanguard Interm-Term Treasury ADM 0.00 | — | — | — | $4K | <0.1% | |
| American Funds American Funds New World R6 0.00 | — | — | — | $3K | <0.1% | |
| Franklin Intl Growth R6 0.00 | — | — | — | $2K | <0.1% | |
| Pimco Int Bond Inst 0.00 | — | — | — | $2K | <0.1% | |
| TCW MetWest Total Return Bond I 0.00 | — | — | — | $2K | <0.1% |
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