Sri International Retirement Savings 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 Retirement Savings Plan is a benefit plan reported by Sri International under EIN 94-1160950 and plan number 004. The latest loaded filing year is 2023. The filing reports 3,433 participants and $731,433,277 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sri International
EIN
94-1160950
Plan number
004
Plan type
2
Location
Menlo Park, CA
Latest filing year
2023
Participants
3,433
End-of-year plan assets
$731,433,277

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,433H, C20241010164424NAL0020549921001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$731,433,277
Total liabilities (EOY)
$0
Net assets (EOY)
$731,433,277
Net assets (BOY)
$655,133,083

Income & contributions

Employer contributions
$2,460,953
Participant contributions
$12,996,335
Total contributions
$17,259,515
Total income / additions
$114,195,314

Expenses & distributions

Benefits paid
$37,834,561
Administrative expenses
$48,855
Total expenses
$37,895,120
Net increase / (decrease)
$76,300,194

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cbiz Cpas P.C.NONE$47,080not reported in the loaded dataset2023
TiaaNONE$1,775$02023

Related Form 5500 pages