# Src Holdings Corporation 401(k) Plan
Source: https://planprovider.pro/companies/src-holdings-corporation-431274934-002

> Src Holdings Corporation's 401(k) plan: 1,355 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Src Holdings Corporation

- **Sponsor EIN:** 431274934

- **Sponsor Address:** 531 S. UNION STREET, SPRINGFIELD, MO, 65802

- **Plan Type:** 401(k)

- **Plan Number:** 002

- **Total Participants:** 1,355

- **Total Assets:** $115.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **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|1,355|$115.9M|$4.4M|$5.6M|

| 2023|1,436|$98.2M|$4.3M|$5.5M|

| 2022|1,423|$84.7M|$3.9M|$4.9M|

## 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|

| CHARLES SCHWAB TRUST BANK|Recordkeeper|$28,176|—|$28,176|

| MILLIMAN, INC.|Recordkeeper|$16,803|—|$16,803|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CHARLES SCHWAB TRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper

- [MILLIMAN, INC.](https://planprovider.pro/provider/milliman) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $44,979

- **Estimated Expense Ratio:** 0.039% of plan assets

### 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|$44,978|—|—|—|—|

| 2023|$30,965|—|—|—|—|

| 2022|$32,704|—|—|—|$32,704|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/src-holdings-corporation-431274934-002)

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