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Sponsor portfolio

SRI RX LLC

EIN 46-3732922-Retail Trade-Latest filing 2025
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
11
140 GREENWOOD AVE - BETHEL, CT 068012530717-779-3036
Plans on this EIN
2 filings
#001TraditionalDB-$1.2M - 4 part#002401k-$152K - 7 part

Retirement portfolio analytics

2 plans aggregated / $1.4M assets / 11 participants

Assets by plan

Share of aggregate retirement assets

89%top
  • DEFINED BENEFIT PLAN (#001)89%
  • PROFIT SHARING PLAN (#002)11%
Total $1.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)7
  • DEFINED BENEFIT PLAN (#001)4
Total 11Click 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 RX DEFINED BENEFIT PLAN

TraditionalDB

Assets$1.2M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SRI RX PROFIT SHARING PLAN

401k

Assets$152K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SRI RX DEFINED BENEFIT PLANTraditionalDB$1.2M42025
002SRI RX PROFIT SHARING PLAN401k$152K72025
Retirement plans
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