Plan Snapshot
- Plan Sponsor: Si Group, INC.
- Sponsor EIN: 141041790
- Sponsor Address: 1790 HUGHES LANDING BLVD., THE WOODLANDS, TX, 77380
- Plan Type: 401(k)
- Total Participants: 774
- Total Assets: $191.2M
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 | 774 | $191.2M | $8.1M | $8.7M |
| 2023 | 862 | $179.6M | $8.9M | $9.1M |
| 2022 | 909 | $152.5M | $9.4M | $9.3M |
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 |
|---|---|---|---|---|
| JOHN HANCOCK | RETAINED BY EMPLOYER | $134,862 | — | $134,862 |
| CAPFINANCIAL PARTNERS, LLC | RETIANED BY EMPLOYER | $103,909 | — | $103,909 |
| CARON & BELTZER, PLLC | RETAINED BY EMPLOYER | $12,920 | — | $12,920 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK — RETAINED BY EMPLOYER
- CARON & BELTZER, PLLC — RETAINED BY EMPLOYER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $251,691
- Estimated Expense Ratio: 0.132% 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 | $251,666 | $103,909 | $134,837 | $12,920 | — |
| 2023 | $261,637 | $120,516 | $141,121 | — | — |
| 2022 | $267,016 | $117,772 | $149,244 | — | — |