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Sponsor portfolio

SRF CONSULTING GROUP, INC.

EIN 41-0847319-civil engineering-Latest filing 2025
Plans
3
Retirement
2
$178.1M assets
Welfare
1
$300K premiums
Participants
1,492
3701 WAYZATA BOULEVARD, SUITE 100 - MINNEAPOLIS, MN 554163791763-475-0010srfconsulting.comLinkedIn201-500 employeescivil engineering
Plans on this EIN
3 filings
#001401k-$101.5M - 520 part#003ESOP-$76.6M - 589 part#501Mixed-$300K - 383 lives

Retirement portfolio analytics

2 plans aggregated / $178.1M assets / 1,109 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • PROFIT SHARING PLAN (#001)57%
  • EMPLOYEE STOCK OWNERSHIP (#003)43%
Total $178.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#003)589
  • PROFIT SHARING PLAN (#001)520
Total 1,109Click row to drill in

Benefits portfolio analytics

1 plan / $300K premiums / 383 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$288K
  • Life$275K
  • Short-term disability$275K
  • Long-term disability$275K
  • Vision$12K
Total $300K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY92%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD4%
  • EYEMED VISION CARE4%
Total $300K3 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • USI INSURANCE SERVICES LLC95%
  • STEVE BAKER3%
  • DAVID J. KLEINSMITH1%
  • K C A MARKETING INC0%
  • VALERIE HANSON0%
  • +2 more
Total $53K7 slices

Plan deep-dives

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

SRF CONSULTING, INC. PROFIT SHARING PLAN

401k

Assets$101.5M
Participants520
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

SRF CONSULTING GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$76.6M
Participants589
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SRF CONSULTING GROUP INC. EMPLOYEE BENEFIT PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$300K
Covered lives383
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SRF CONSULTING, INC. PROFIT SHARING PLAN401k$101.5M5202025
003SRF CONSULTING GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$76.6M5892025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SRF CONSULTING GROUP INC. EMPLOYEE BENEFIT PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$300K3832024
Retirement plans
Welfare plans
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