Sri International Basic Retirement Plan — Form 5500 plan (Sri International)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Sri International Basic Retirement Plan is a benefit plan reported by Sri International under EIN 94-1160950 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,444 participants and $851,659,464 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sri International
- EIN
- 94-1160950
- Plan number
- 001
- Plan type
- 2
- Location
- Menlo Park, CA
- Latest filing year
- 2023
- Participants
- 5,444
- End-of-year plan assets
- $851,659,464
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,444 | H, C | 20241010163903NAL0034784832001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $851,659,464
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $851,659,464
- Net assets (BOY)
- $778,157,089
Income & contributions
- Employer contributions
- $8,761,317
- Participant contributions
- $2,562,579
- Total contributions
- $11,494,059
- Total income / additions
- $119,376,975
Expenses & distributions
- Benefits paid
- $45,708,922
- Administrative expenses
- $163,557
- Total expenses
- $45,874,600
- Net increase / (decrease)
- $73,502,375
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Multnomah Group, Inc | NONE | $96,250 | not reported in the loaded dataset | 2023 |
| Kilpatrick Townsend & Stockton Llp | NONE | $33,057 | not reported in the loaded dataset | 2023 |
| Towers Watson Delaware Inc. | NONE | $28,079 | not reported in the loaded dataset | 2023 |
| Tiaa | RECORDKEEPING | $6,171 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sri International
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Menlo Park, CA
- Multnomah Group, Inc — Schedule C compensation
- Kilpatrick Townsend & Stockton Llp — Schedule C compensation
- Towers Watson Delaware Inc. — Schedule C compensation
- Tiaa — Schedule C compensation