Plan Snapshot
- Plan Sponsor: Sram LLC
- Sponsor EIN: 263399553
- Sponsor Address: 1000 W FULTON MARKET, CHICAGO, IL, 60607
- Plan Type: DC
- Total Participants: 815
- Total Assets: $152.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 815 | $152.1M | $3.6M | $8.5M |
| 2023 | 814 | $125.0M | $3.7M | $8.6M |
| 2022 | 830 | $96.5M | $3.1M | $7.7M |
| 2019 | 618 | $71.7M | $0 | $0 |
| 2018 | 618 | $52.8M | $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 |
|---|---|---|---|---|
| CROWE LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 |
|---|---|---|---|---|---|
| 2024 | -$64,547 | $30,379 | — | — | — |
| 2023 | -$64,748 | $29,566 | $300 | — | — |
| 2022 | -$60,178 | $17,816 | — | — | — |
| 2019 | -$16,023 | $1,069 | — | — | — |
| 2018 | $236,161 | $1,761 | — | — | — |