Sri International Retirement Savings Plan
Sponsored by Sri International · EIN 941160950 · Plan #004
- Total assets
- $787M
- Net assets
- $787M
- Active participants
- 1,056
- With balances
- 2,912
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
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) | $101,288 |
| Multnomah Group, Inc | Investment advisory (plan), Direct payment from the plan | $24,500 |