Strategic Research Insights 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Strategic Research Insights
  • Sponsor EIN: 205093157
  • Sponsor Address: 700 ALEXANDER PARK SUITE 100, PRINCETON, NJ, 08540
  • Plan Type: 401(k)
  • Total Participants: 52
  • Total Assets: $6.9M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202452$6.9M$202,748$522,514
202342$5.2M$146,318$381,020
202238$3.8M$137,035$409,012

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