SRC Holdings 401(k) match, vesting and fees
What SRC Holdings' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Milliman, Inc. | Schedule C ↗ |
| Independent auditor | Kpm, Cpas, PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 159 defined-contribution plans in management of companies and enterprises with 1,000 to 4,999 participants.
| SRC Holdings: employer contribution per participant | $2,324 | |
| Peer median | $2,554 |
| SRC Holdings: average balance | $61,324 | |
| Peer median | $101,397 |
| SRC Holdings: admin expenses ÷ assets | 0.04% | |
| Peer median | 0.10% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $88.3M at the end of plan year 2021 to $116M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,904 | $116M | $4.4M | $2,324 | 0.04% | Not published | Form 5500 ↗ |
| 2023 | 1,942 | $98.2M | $4.3M | $2,241 | 0.03% | Not published | Form 5500 ↗ |
| 2022 | 1,889 | $84.7M | $3.9M | $2,073 | 0.04% | Not published | Form 5500 ↗ |
| 2021 | 1,696 | $88.3M | $3.1M | $1,860 | 0.03% | Not published | Form 5500 ↗ |
Other SRC Holdings plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Src Employee Stock Ownership Plan and Trust
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Kpm Cpas, PC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does SRC Holdings match 401(k) contributions?
The match terms for the Src Employees Savings Trust have not been published from its filing yet. The plan year 2024 filing reports $4.4M in employer contributions, about $2,324 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the SRC Holdings 401(k) match vested?
The vesting schedule for the Src Employees Savings Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the SRC Holdings 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Milliman, Inc.. The plan administrator is Src Holdings Corporation.
I left SRC Holdings. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Src Holdings Corporation, (417) 862-2337) or the recordkeeper, Milliman, Inc.. The SRC Holdings old 401(k) page lists the contacts from every plan filing. Find an old SRC Holdings 401(k)
Data from the public Form 5500 annual reports SRC Holdings filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with SRC Holdings. Not financial advice. Report a correction · Methodology