# Srg, LLC 401(k) Plan
Source: https://planprovider.pro/companies/srg-llc-401k-plan

> Srg, LLC's 401(k) plan: 231 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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