SRF Consulting Group 401(k) match, vesting and fees
What SRF Consulting Group's 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 | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Boyum & Barenscheer Pllp (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 1,287 defined-contribution plans in professional, scientific, and technical services with 500 to 999 participants.
| SRF Consulting Group: employer contribution per participant | $2,101 | |
| Peer median | $2,600 |
| SRF Consulting Group: average balance | $195,270 | |
| Peer median | $84,124 |
| SRF Consulting Group: admin expenses ÷ assets | 0.05% | |
| Peer median | 0.17% |
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 $61.9M at the end of plan year 2021 to $102M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 520 | $102M | $1.1M | $2,101 | 0.05% | Not published | Form 5500 ↗ |
| 2023 | 496 | $90M | $1M | $2,033 | 0.28% | Not published | Form 5500 ↗ |
| 2022 | 474 | $72.5M | $908K | $1,944 | 0.28% | Not published | Form 5500 ↗ |
| 2021 | 452 | $61.9M | $789K | $1,745 | 0.26% | Not published | Form 5500 ↗ |
Other SRF Consulting Group plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Srf Consulting Group, Inc. Employee Stock Ownership Plan
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 | Boyum & Barenscheer Pllp (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does SRF Consulting Group match 401(k) contributions?
The match terms for the Srf Consulting, Inc. Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $1.1M in employer contributions, about $2,101 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the SRF Consulting Group 401(k) match vested?
The vesting schedule for the Srf Consulting, Inc. Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the SRF Consulting Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions. The plan administrator is Srf Consulting Group, Inc..
I left SRF Consulting Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Srf Consulting Group, Inc., (763) 475-0010) or the recordkeeper, Transamerica Retirement Solutions. The SRF Consulting Group old 401(k) page lists the contacts from every plan filing. Find an old SRF Consulting Group 401(k)
Data from the public Form 5500 annual reports SRF Consulting Group 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 SRF Consulting Group. Not financial advice. Report a correction · Methodology