# Srk Consulting (U.S.), INC. 401(k) Plan
Source: https://planprovider.pro/companies/srk-consulting-u-s-inc-401k-plan

> Srk Consulting (U.S.), INC.'s 401(k) plan: 112 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Srk Consulting (U.S.), INC.

- **Sponsor EIN:** 840816430

- **Sponsor Address:** 999 17TH STREET, SUITE 400, DENVER, CO, 80202

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

- **Total Participants:** 112

- **Total Assets:** $23.6M

## 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|112|$23.6M|$769,337|$1.5M|

| 2023|119|$19.9M|$725,614|$1.5M|

| 2022|119|$15.9M|$672,555|$1.3M|

## 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|

| AVEO CAPITAL PARTNERS, LLC|INVESTMENT ADVISOR|$53,454|—|$53,454|

| PLANTE MORAN, PLLC|AUDITOR|$22,500|—|$22,500|

| PLANTE MORAN|Auditor|$22,500|—|$22,500|

| EMPOWER ADVISORY GROUP LLC|INVESTMENT MANAGER|$21,093|—|$21,093|

| MILLIMAN, INC.|ADMINISTRATOR|$17,724|—|$17,724|

### Verified Provider Profiles

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

- [MILLIMAN, INC.](https://planprovider.pro/provider/milliman) — ADMINISTRATOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $137,271

- **Estimated Expense Ratio:** 0.581% 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|$101,254|$61,030|$17,724|$22,500|—|

| 2023|$47,677|$43,876|—|—|—|

| 2022|$38,171|—|$38,171|—|—|

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