# Srm Management Services LLC 401(k) Plan
Source: https://planprovider.pro/companies/srm-management-services-llc-401k-plan

> Srm Management Services LLC's 401(k) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Srm Management Services LLC

- **Sponsor EIN:** 850913400

- **Sponsor Address:** 1505 WESTLAKE AVE N - STE 400, SEATTLE, WA, 981096211

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

- **Total Participants:** 0

- **Total Assets:** $0

## 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|0|$0|$15,264|$0|

| 2023|270|$17.2M|$917,315|$1.8M|

| 2022|293|$13.4M|$596,087|$1.7M|

## 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|

| LARSON & COMPANY PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [LARSON & COMPANY PC](https://planprovider.pro/provider/larson-and-company-pc) — Auditor

## 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|$15,646|$3,514|$6,066|—|—|

| 2023|$43,424|$21,333|$22,091|—|—|

| 2022|$50,511|—|—|—|—|

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