Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SRF FINANCIAL LLC
EIN 47-5022561Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
6
506 ROSWELL ST. SE - MARIETTA, GA 30060770-801-9500
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 6 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SRF FINANCIAL LLC DEFINED BENEFIT PLAN
TraditionalDB
Assets$556K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SRF FINANCIAL LLC PROFIT SHARING PLAN
ProfitSharing
Assets$550K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SRF FINANCIAL LLC DEFINED BENEFIT PLAN | TraditionalDB | $556K | 3 | 2024 | |
| 001 | SRF FINANCIAL LLC PROFIT SHARING PLAN | ProfitSharing | $550K | 3 | 2024 |
Retirement plans