# Srg Operating, INC. 401(k) Plan
Source: https://planprovider.pro/companies/srg-operating-inc-401k-plan

> Srg Operating, INC.'s 401(k) plan: 2,050 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Srg Operating, INC.

- **Sponsor EIN:** 912160583

- **Sponsor Address:** 500 STEVENS AVENUE, SOLANA BEACH, CA, 92075

- **Plan Type:** 401(k)

- **Total Participants:** 2,050

- **Total Assets:** $40.1M

## 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|2,050|$40.1M|$2.0M|$4.6M|

| 2023|1,927|$34.0M|$1.4M|$3.9M|

| 2022|1,767|$28.3M|$1.7M|$4.3M|

## 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|

| ACCELERATE INVESTMENT ADVISORS LLC|INVESTMENT ADVISOR|$94,138|—|$94,138|

| ADMINISTRATIVE FIDUCIARY SERVICES|OTHER|$63,296|—|$63,296|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$28,371|—|$28,371|

| NOVA 401(K) ASSOCIATES|CONTRACT ADMIN|$9,610|—|$9,610|

| EMPOWER ADVISORY GROUP LLC|INVESTMENT MGMT|$8,487|—|$8,487|

| LING & BOUMAN CPA'S LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LING & BOUMAN CPA'S LLP](https://planprovider.pro/provider/ling-and-bouman-cpas-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $203,902

- **Estimated Expense Ratio:** 0.508% 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|

| 2024|$203,902|—|$203,902|—|—|

| 2023|$298,807|—|$298,807|—|—|

| 2022|$415,081|—|$415,081|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/srg-operating-inc-401k-plan)

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