Plan Snapshot
- Plan Sponsor: Srf Personnel, INC.
- Sponsor EIN: 752231980
- Sponsor Address: 520 SILICON DRIVE, SOUTHLAKE, TX, 76092
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 169
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 169 | $0 | $0 | $0 |
| 2024 | 156 | $0 | $0 | $0 |
| 2023 | 102 | $0 | $0 | $0 |
| 2022 | 138 | $0 | $0 | $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 |
|---|---|---|---|---|
| OPTUMRX, INC | Other Service Provider | $240,993 | $155 | $241,148 |
| UMR, INC. | Other Service Provider | $152,180 | $2,004 | $154,184 |
| LIFETIME BENEFITS INSURANCE LLP | Investment Advisor | $54,813 | — | $54,813 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $450,145
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 | — | — | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |