Plan Snapshot
- Plan Sponsor: Srs Distribution INC.
- Sponsor EIN: 261965852
- Sponsor Address: 7440 S. HWY 121, MCKINNEY, TX, 75070
- Plan Type: 401(k)
- Total Participants: 10,432
- Total Assets: $574.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 10,432 | $574.8M | $38.5M | $62.5M |
| 2023 | 10,546 | $465.2M | $31.4M | $50.7M |
| 2022 | 9,305 | $334.0M | $34.1M | $44.1M |
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 |
|---|---|---|---|---|
| WEAVER AND TIDWELL, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEAVER AND TIDWELL, LLP — 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 | $829,606 | $76,728 | $4,500 | — | — |
| 2023 | $744,192 | $115,941 | $300 | — | — |
| 2022 | $681,094 | — | — | — | — |