Plan Snapshot
- Plan Sponsor: Security Risk Advisors Intl, LLC
- Sponsor EIN: 844034514
- Sponsor Address: 1600 MARKET STREET, PHILADELPHIA, PA, 19103
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 214
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 214 | $0 | $0 | $0 |
| 2024 | 218 | $0 | $0 | $0 |
| 2023 | 198 | $0 | $0 | $0 |
| 2022 | 205 | $0 | $0 | $0 |
| 2021 | 180 | $0 | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BIRCH BENEFITS | Investment Advisor | $91,750 | — | $91,750 |
| MERITAIN HEALTH | Other Service Provider | $73,584 | — | $73,584 |
| THE BENECON GROUP LLC | Investment Advisor | $28,589 | — | $28,589 |
| CONNCECTCARE 3 | Other Service Provider | $9,927 | — | $9,927 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $203,850
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |
| 2021 | — | — | — | — | — |