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Sponsor portfolio

SRI SAI P.C.

EIN 35-2073546-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$3.9M assets
Welfare
0
Participants
42
7972 W. JEFFERSON BLVD. - FORT WAYNE, IN 46804260-436-0281srisaipc.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$2.3M - 23 part#002CashBalance-$1.6M - 19 part

Retirement portfolio analytics

2 plans aggregated / $3.9M assets / 42 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • C. RETIREMENT PLAN (#001)59%
  • CASH BALANCE PLAN (#002)41%
Total $3.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • C. RETIREMENT PLAN (#001)23
  • CASH BALANCE PLAN (#002)19
Total 42Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SRI SAI P. C. RETIREMENT PLAN

401k

Assets$2.3M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SRI SAI P.C. CASH BALANCE PLAN

CashBalance

Assets$1.6M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SRI SAI P. C. RETIREMENT PLAN401k$2.3M232024
002SRI SAI P.C. CASH BALANCE PLANCashBalance$1.6M192025
Retirement plans
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