Strategic Resource Management, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Strategic Resource Management, INC.
  • Sponsor EIN: 621503853
  • Sponsor Address: 5100 POPLAR AVE., SUITE 2500, MEMPHIS, TN, 38137
  • Plan Type: 401(k)
  • Total Participants: 102
  • Total Assets: $13.5M

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.
2024102$13.5M$991,176$1.5M
202379$12.2M$942,755$1.1M
202254$8.2M$429,769$816,383

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