Assets by plan
Share of aggregate retirement assets
64%top
Sponsor portfolio
SR CONSULTING GROUP LLC
EIN 85-2272311utilitiesLatest filing 2025
Plans
2
Retirement
2
$3.2M assets
Welfare
0
Participants
26
19 CHERRY FARM LN - WEST CHESTER, PA 19382859-967-4952strunkrobertson.comLinkedIn1-10 employeesutilities
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.2M assets / 26 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#001
SR CONSULTING GROUP LLC 401(K) PLAN
401k
Assets$2.1M
Participants19
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
SR CONSULTING GROUP LLC CASH BALANCE PLAN
CashBalance
Assets$1.2M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SR CONSULTING GROUP LLC 401(K) PLAN | 401k | $2.1M | 19 | 2025 | |
| 002 | SR CONSULTING GROUP LLC CASH BALANCE PLAN | CashBalance | $1.2M | 7 | 2025 |
Retirement plans