Plan Snapshot
- Plan Sponsor: Si-Bone, INC.
- Sponsor EIN: 262216351
- Sponsor Address: 471 EL CAMINO REAL SUITE 101, SANTA CLARA, CA, 95050
- Plan Type: 401(k)
- Total Participants: 329
- Total Assets: $35.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 329 | $35.5M | $262,770 | $4.8M |
| 2023 | 320 | $27.1M | $247,502 | $4.5M |
| 2022 | 320 | $20.6M | $205,623 | $4.0M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | INVESTMENT MGMT | $42,230 | — | $42,230 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $23,165 | — | $23,165 |
| BAKER TILLY US,LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US,LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $65,395
- Estimated Expense Ratio: 0.184% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $65,395 | $42,230 | — | — | — |
| 2023 | $47,692 | $31,390 | — | — | — |
| 2022 | $42,554 | $27,314 | $14,840 | — | $400 |