# Statistical Research, INC. 401(k) Plan
Source: https://planprovider.pro/companies/statistical-research-inc-401k-plan

> Statistical Research, INC.'s 401(k) plan: 126 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Statistical Research, INC.

- **Sponsor EIN:** 860670179

- **Sponsor Address:** 3170 EAST FT. LOWELL ROAD, TUCSON, AZ, 85716

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

- **Total Participants:** 126

- **Total Assets:** $12.3M

## 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|126|$12.3M|$178,182|$572,964|

| 2023|113|$11.0M|$0|$522,051|

| 2022|94|$8.6M|$153,376|$419,909|

## 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|

| CREATIVE PLANNING, INC.|INVESTMENT ADVISORY|—|$35,411|$35,411|

| KEEGAN, LINSCOTT & ASSOCIATES, PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CREATIVE PLANNING, INC.](https://planprovider.pro/provider/creative-planning) — INVESTMENT ADVISORY

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $35,411

- **Estimated Expense Ratio:** 0.288% 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|$2,870|—|$2,870|—|—|

| 2023|$2,361|—|$2,361|—|—|

| 2022|$7,918|—|$7,918|—|—|

## Similar Plans

- [Lowell Observatory](https://planprovider.pro/companies/lowell-observatory-plan) — 138 participants

- [Accelerate Diagnostics, INC.](https://planprovider.pro/companies/accelerate-diagnostics-inc-401k-plan) — 99 participants

- [Critical Path Institute](https://planprovider.pro/companies/critical-path-institute-plan-001) — 154 participants

- [Translational Drug Development, LLC](https://planprovider.pro/companies/translational-drug-development-llc-401k-plan) — 167 participants

- [Sion Power Corporation](https://planprovider.pro/companies/sion-power-corporation-401k-plan) — 74 participants

- [Azbil North America, INC.](https://planprovider.pro/companies/azbil-north-america-inc-401k-plan) — 62 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/statistical-research-inc-401k-plan)

© 2026 PlanProvider.Pro