Plan Snapshot
- Plan Sponsor: Sri International
- Sponsor EIN: 941160950
- Sponsor Address: 333 RAVENSWOOD AVE, MENLO PARK, CA, 94025
- Plan Type: 401(k)
- Total Participants: 1,243
- Total Assets: $887.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 1,243 | $887.1M | $9.5M | $2.3M |
| 2023 | 1,434 | $851.7M | $8.8M | $2.6M |
| 2022 | 1,501 | $778.2M | $8.6M | $2.6M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | $73,028 | — | $73,028 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $73,028
- Estimated Expense Ratio: 0.008% 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 | $352,866 | $64,000 | $3,694 | $73,028 | — |
| 2023 | $163,557 | — | $5,496 | — | — |
| 2022 | $208,433 | $39,600 | — | — | $167,898 |