Plan Snapshot
- Plan Sponsor: Srf Personnel, INC.
- Sponsor EIN: 752231980
- Sponsor Address: 520 SILICON DR., SOUTHLAKE, TX, 76092
- Plan Type: 401(k)
- Total Participants: 199
- Total Assets: $5.5M
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 | 199 | $5.5M | $31,781 | $409,639 |
| 2023 | 141 | $5.5M | $31,107 | $381,813 |
| 2022 | 149 | $4.5M | $31,780 | $399,463 |
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 |
|---|---|---|---|---|
| MADDOX & ASSOC | 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 | $38,292 | $16,377 | — | — | — |
| 2023 | $13,564 | $2,686 | — | — | — |
| 2022 | $8,023 | $563 | — | — | — |