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Sponsor portfolio

SR DEVELOPMENT SERVICES, INC.

EIN 58-2198695-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
12
3505 DULUTH PARK LN, STE 130 - DULUTH, GA 30096678-725-1592
Plans on this EIN
2 filings
#002CashBalance-$1.5M - 6 part#001401k-$1.3M - 6 part

Retirement portfolio analytics

2 plans aggregated / $2.8M assets / 12 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • CASH BALANCE PLAN (#002)53%
  • SERVICES, INC. 401(K) (#001)47%
Total $2.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)6
  • SERVICES, INC. 401(K) (#001)6
Total 12Click 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

SR DEVELOPMENT SERVICES, INC. CASH BALANCE PLAN

CashBalance

Assets$1.5M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SR DEVELOPMENT SERVICES, INC. 401(K) PLAN

401k

Assets$1.3M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SR DEVELOPMENT SERVICES, INC. CASH BALANCE PLANCashBalance$1.5M62024
001SR DEVELOPMENT SERVICES, INC. 401(K) PLAN401k$1.3M62024
Retirement plans
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