# Security Risk Advisors Intl, LLC 401(k) Plan
Source: https://planprovider.pro/companies/security-risk-advisors-intl-llc-844034514-501

> Security Risk Advisors Intl, LLC's 401(k) plan: 214 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|—|

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