Srf Consulting Group, Inc. 401(k) Plan: Login, Facts & Contact Information

Srf Consulting Group, Inc. 401(k) Plan Facts

Plan name
SRF CONSULTING, INC. PROFIT SHARING PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SRF CONSULTING GROUP, INC.
Participants
514 (402 active employees)
Former employees with a balance
116
Plan assets
$101,540,447 at Sep 30, 2025
Average account balance
$195,270 across 520 accounts
Employer contributions
$1,092,484 in plan year 2024 (17% of all contributions)
Recordkeeper
Transamerica Retirement Solutions
Plan year
Oct 1, 2024 – Sep 30, 2025
Plan established
May 12, 1969
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Oct 1, 2024 – Sep 30, 2025), filed Jul 15, 2026. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $6.40 million went into the plan in contributions, $1.09 million of it from the employer (17%).
  • $8.11 million was paid out to participants.
  • Investment and other income added $13.3 million.
  • Administrative expenses were $51,162, about $98 per account.

How the Srf Consulting Group, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019385$62.8 million$714,695$2.83 million
2020434$77.4 million$762,775$3.97 million
2021420$61.9 million$788,837$3.43 million
2022455$72.5 million$907,772$4.24 million
2023478$90.0 million$1.01 million$8.52 million
2024514$101.5 million$1.09 million$8.11 million

Srf Consulting Group, Inc. 401(k) Contact Information

Phone
763-475-0010
Mailing address
3701 WAYZATA BOULEVARD SUITE 100, MINNEAPOLIS MN 55416
Plan sponsor
SRF CONSULTING GROUP, INC.
Employer identification number (EIN)
41-0847319
Plan number
001

Questions about the Srf Consulting Group, Inc. 401(k)

Does Srf Consulting Group, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.09 million, 17% of all contributions.

Does the Srf Consulting Group, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Srf Consulting Group, Inc 401(k) plan?

514 participants at the start of plan year 2024, 402 of them active employees, and 116 former employees who still had money in the plan.

What is the average 401(k) balance at Srf Consulting Group, Inc?

About $195,270 per account: $101.5 million in plan assets across 520 accounts with a balance at the end of plan year 2024.

Who manages the Srf Consulting Group, Inc 401(k) accounts?

Transamerica (listed on the filing as TRANSAMERICA RETIREMENT SOLUTIONS) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Srf Consulting Group, Inc. How do I access my 401(k)?

Your account stays with Transamerica after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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