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Sponsor portfolio

SRI GROUP, LLC

EIN 45-3248253-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
8
14755 NW 11TH PL - NEWBERRY, FL 32669202-351-9495
Plans on this EIN
2 filings
#002CashBalance-$3.1M - 4 part#001401k-$448K - 4 part

Retirement portfolio analytics

2 plans aggregated / $3.5M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • CASH BALANCE PLAN (#002)87%
  • JHJ ENTERPRISES 401(K) (#001)13%
Total $3.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)4
  • JHJ ENTERPRISES 401(K) (#001)4
Total 8Click 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#002

JHJ ENTERPRISES CASH BALANCE PLAN

CashBalance

Assets$3.1M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

JHJ ENTERPRISES 401(K) PLAN

401k

Assets$448K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002JHJ ENTERPRISES CASH BALANCE PLANCashBalance$3.1M42025
001JHJ ENTERPRISES 401(K) PLAN401k$448K42025
Retirement plans
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