Src, Inc. Qualified Retirement Plan
Sponsored by Src, Inc. · EIN 150589832 · Plan #004
- Total assets
- $289M
- Net assets
- $289M
- Active participants
- 1,217
- With balances
- 2,415
Plan year beginning 01/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | 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) | $100,436 |
| Capfinancial Partners, Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $17,437 |
| Fustcharles Llp | Accounting, Direct payment from the plan | $15,560 |