Retirement plan

SRHR SERVICES, LLC

Name: SRHR SERVICES, LLC - SRHR SERVICES, LLC (2024) Form 5500
Creator: SRHR SERVICES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SRHR SERVICES, LLC, SRHR SERVICES, LLC

SRHR SERVICES, LLCEIN 87-4299698Plan #001PY 2024

71 BRADLEY RD., #11 - MADISON, CT 06443860-664-5596

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$412K

+56.2% from 2023

Total participants

0.0% from 2023

Average account balance

$137,359

+56.2% from 2023

Annual return

14.04%

-3.07 pp from 2023

Benchmarks

See 37,207 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort37,207 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$5K

$1513 / participant

Other / not subdivided$5K100.0%

% of EOY assets

1.101%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$137,359

$201,259-31.7%

$184,200-25.4%

$145,959-5.9%

Participation rate

100.0%

87.5%+12.5pp

86.8%+13.2pp

80.3%+19.7pp

Annual return

14.04%

28.98%-14.9pp

28.80%-14.8pp

561.95%-547.9pp

Employer contribution / active EE

$16,435

$7,018+134.2%

$6,424+155.8%

$4,661+252.6%

Participant deferral / active EE

$20,650

$9,806+110.6%

$9,132+126.1%

$6,689+208.7%

Admin fee / account holder

$1,513

$16,372-90.8%

$13,907-89.1%

$13,398-88.7%

SRHR SERVICES, LLC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SRHR SERVICES, LLC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion