Sri International Basic Retirement Plan
Sponsored by Sri International · EIN 941160950 · Plan #001
- Total assets
- $887M
- Net assets
- $887M
- Active participants
- 1,243
- With balances
- 4,754
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Multnomah Group, Inc. CRD 132131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $142,347 |
| Cbiz Cpas P.C. | Accounting, Direct payment from the plan | $73,028 |
| Multnomah Group, Inc | Investment advisory (plan), Direct payment from the plan | $64,000 |
| Kilpatrick Townsend & Stockton Llp | Legal, Direct payment from the plan | $42,954 |
| Towers Watson Delaware Inc. | Consulting (general), Direct payment from the plan | $30,537 |