Plan Snapshot
- Plan Sponsor: Src, INC.
- Sponsor EIN: 150589832
- Sponsor Address: 7502 ROUND POND ROAD, NORTH SYRACUSE, NY, 132122510
- Plan Type: 403(b)
- Total Participants: 1,217
- Total Assets: $351.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 1,217 | $351.3M | $0 | $17.0M |
| 2023 | 1,157 | $311.7M | $0 | $15.5M |
| 2022 | 1,221 | $273.1M | $0 | $15.9M |
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 |
|---|---|---|---|---|
| FUSTCHARLES LLP | Auditor | $15,460 | — | $15,460 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FUSTCHARLES LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,460
- Estimated Expense Ratio: 0.004% 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 | $156,190 | $21,123 | $2,040 | $15,460 | — |
| 2023 | $172,308 | $26,321 | $2,260 | $14,895 | — |
| 2022 | $152,547 | $21,450 | — | — | $14,830 |