# Si-Bone, INC. 401(k) Plan
Source: https://planprovider.pro/companies/si-bone-inc-401k-plan

> Si-Bone, INC.'s 401(k) plan: 329 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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