# Sru Electric, LLC 401(k) Plan
Source: https://planprovider.pro/companies/sru-electric-llc-plan

> Sru Electric, LLC's 401(k) plan: 90 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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