Plan Snapshot
- Plan Sponsor: Sru Electric, LLC
- Sponsor EIN: 993616090
- Sponsor Address: 680 INDUSTRIAL DRIVE, CARY, IL, 60013
- Plan Type: 401(k)
- Total Participants: 90
- Total Assets: $3.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 90 | $3.8M | $169,770 | $380,891 |
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 |
|---|---|---|---|---|
| WELLS FARGO ADVISORS LLC | INVESTMENT ADVISOR | $26,322 | — | $26,322 |
| CAPITAL GROUP RETIREMENT PLAN SERVI | RECORDKEEPER | $13,263 | — | $13,263 |
| ALTIGRO PENSION SERVICES INC | CONTRACT ADMIN | $11,050 | — | $11,050 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,635
- Estimated Expense Ratio: 1.328% 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 | $38,310 | — | — | — | — |