Plan Snapshot
- Plan Sponsor: Src, INC.
- Sponsor EIN: 150589832
- Sponsor Address: 7502 ROUND POND ROAD, NORTH SYRACUSE, NY, 132122510
- Plan Type: DC
- Plan Number: 004
- Total Participants: 2,208
- Total Assets: $331.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2025 | 2,208 | $331.7M | $0 | $0 |
| 2024 | 1,217 | $289.5M | $14.3M | $0 |
| 2023 | 1,157 | $256.7M | $13.1M | $0 |
| 2022 | 1,211 | $220.3M | $13.2M | $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 |
|---|---|---|---|---|
| TIAA | Other Service Provider | $116,872 | — | $116,872 |
| CAPFINANCIAL PARTNERS, LLC | Other Service Provider | $17,395 | — | $17,395 |
| FUSTCHARLES LLP | Other Service Provider | $15,390 | — | $15,390 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $149,657
- Estimated Expense Ratio: 0.045% 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 |
|---|---|---|---|---|---|
| 2025 | $14,102,578 | $17,395 | $3,099 | $15,390 | — |
| 2024 | $133,433 | $17,437 | $4,322 | $15,560 | — |
| 2023 | $148,303 | $21,418 | $4,140 | $14,980 | — |
| 2022 | $132,040 | $17,339 | — | — | $14,950 |