Plan Snapshot
- Plan Sponsor: Srg, LLC
- Sponsor EIN: 454656480
- Sponsor Address: 1553 PERRY HIGHWAY, MERCER, PA, 161373931
- Plan Type: 401(k)
- Total Participants: 231
- Total Assets: $4.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 231 | $4.5M | $12,090 | $167,978 |
| 2023 | 208 | $4.3M | $12,665 | $153,590 |
| 2022 | 215 | $3.7M | $13,313 | $165,256 |
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 |
|---|---|---|---|---|
| YURCHYK & DAVIS CPA'S, INC. | 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 | $1,565 | — | $1,565 | — | — |
| 2023 | $3,540 | — | $3,540 | — | — |
| 2022 | $3,173 | — | $3,173 | — | — |