# Src Holdings Corporation 401(k) Plan
Source: https://planprovider.pro/companies/src-holdings-corporation-431274934-502

> Src Holdings Corporation's 401(k) plan: 1,106 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, SPRINGFIELD, MO, 65802

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

- **Plan Number:** 502

- **Total Participants:** 1,106

- **Total Assets:** $184,631

## 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.|

| 2024|1,106|$184,631|$10.3M|$2.1M|

| 2023|1,178|$97,649|$9.2M|$2.1M|

| 2022|1,148|$1.0M|$8.8M|$1.9M|

## 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|

| MED-PAY, INC.|Recordkeeper|$195,228|$166,487|$361,715|

| WARRIOR COST MANAGEMENT LLC|Recordkeeper|$163,451|—|$163,451|

| POINT C|Other Service Provider|$87,786|—|$87,786|

| TELLUS WELLNESS, LLC|Other Service Provider|$86,563|—|$86,563|

| PAYD HEALTH|Other Service Provider|$86,140|—|$86,140|

| MERCY CORPORATE HEALTH & WELLNESS|Other Service Provider|$39,360|—|$39,360|

| HEALTHLINK|Recordkeeper|$37,116|—|$37,116|

| LEAF HEALTH|Other Service Provider|—|$12,995|$12,995|

| OPTUM|Recordkeeper|$12,000|—|$12,000|

| MERCY HEALTH SPRINGFIELD COMMUNITY|Other Service Provider|$9,586|—|$9,586|

| ONE AMERICA|Other Service Provider|$7,843|—|$7,843|

| PREFERRED HEALTH PROFESSIONALS|Recordkeeper|$5,758|—|$5,758|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $910,313

- **Estimated Expense Ratio:** 493.045% 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|$936,471|—|$195,228|—|—|

| 2023|$740,670|—|$196,506|—|—|

| 2022|$711,647|—|$174,778|—|—|

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