Plan Snapshot
- Plan Sponsor: Srs Real Estate Partners, LLC
- Sponsor EIN: 262551647
- Sponsor Address: 8144 WALNUT HILL LANE, DALLAS, TX, 75231
- Plan Type: 401(k)
- Total Participants: 125
- Total Assets: $11.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 125 | $11.0M | $268,727 | $982,985 |
| 2023 | 118 | $8.9M | $227,174 | $807,078 |
| 2022 | 96 | $7.7M | $231,559 | $860,234 |
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 |
|---|---|---|---|---|
| ROBERT RUSSELL, CPA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ROBERT RUSSELL, CPA, PLLC — 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 | $8,165 | $6,880 | — | — | — |
| 2023 | $7,417 | $6,041 | — | — | — |
| 2022 | $6,030 | $5,200 | — | — | — |