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Sri International Basic Retirement Plan

401(k) Plan

on behalf of Sri International

333 Ravenswood Avenue
Menlo Park, CA 94025
Phone: (650) 859-4074
Associated EIN: 941160950

Sri International Basic Retirement Plan is a 401(k) Plan sponsored by Sri International. It is located in Menlo Park, CA.

Sri International Basic Retirement Plan has a $205,161,000 portfolio that is mostly invested in Managed Accounts as of 2008-12-31. Its portfolio has $9,538,000 in annual income, the majority of which is from Contributions. Its expenses total $119,335,000 annually. Its largest expense is Capital Losses.

ContactRoleAddressPhone
Marcel M. DankoSponsor
333 Ravenswood Avenue
Menlo Park, CA 94025
(650) 859-4074
Jean E. TookerAdministrator

,
(650) 859-4074

Institutional Portfolio Assets (000):205,161
Managed Accounts205,161
Fixed Income-
Equities-
Loans & Leases-
Real Estate-
Other Investments-
Derivatives-
Cash-
Commodities-
Portfolio Liabilities (000):0
Short Term-
Long Term-
Other-
Portfolio Income (000):9,538
Other-
Loans & Leases-
Interest-
Contributions9,538
Dividends-
Capital Gains-
Portfolio Expenses (000):119,335
Other-
Capital Losses99,183
Fees4
Interest-
Distributions20,148
Qualified Client
Accredited Investor
Qualified Purchaser
Qualified Institutional Buyer
Allocation:100/0/0
Leverage ratio:0:1
Investment yield:0%
New capital yield:-53.52%
Tax status:tax-exempt
Notes
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Accurate as of: 2008-12-31. Some financial data represents an annualized extrapolation from periodic reporting.
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