# Strategic Risk Solutions, INC DC Plan
Source: https://planprovider.pro/companies/strategic-risk-solutions-inc-plan

> Strategic Risk Solutions, INC's DC plan: 118 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Strategic Risk Solutions, INC

- **Sponsor EIN:** 043199991

- **Sponsor Address:** 2352 MAIN STREET, CONCORD, MA, 01742

- **Plan Type:** DC

- **Total Participants:** 118

- **Total Assets:** $25.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|118|$25.7M|$589,904|$1.7M|

| 2023|90|$19.9M|$461,732|$1.3M|

| 2022|95|$15.7M|$433,530|$1.2M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$27,033|—|$27,033|

| GUIDANCE POINT RETIREMENT SERVICES|ADVISOR|$6,500|—|$6,500|

| TAWNEY, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [TAWNEY, PLLC](https://planprovider.pro/provider/tawney-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $33,533

- **Estimated Expense Ratio:** 0.130% 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|$35,398|$8,365|—|—|—|

| 2023|$934,189|—|$30,529|—|—|

| 2022|$43,636|—|$32,809|—|—|

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