Plan Snapshot
- Plan Sponsor: Si Group, INC.
- Sponsor EIN: 141041790
- Sponsor Address: 1790 HUGHES LANDING BLVD., THE WOODLANDS, TX, 77380
- Plan Type: DB
- Total Participants: 96
- Total Assets: $22.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 96 | $22.4M | $0 | $0 |
| 2023 | 134 | $23.7M | $0 | $0 |
| 2022 | 142 | $23.9M | $0 | $0 |
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 |
|---|---|---|---|---|
| CARON & BLETZER, PLLC | Auditor | $10,965 | — | $10,965 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,965
- Estimated Expense Ratio: 0.049% 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 | $320,481 | $64,278 | $48,608 | $10,965 | — |
| 2023 | $541,728 | $157,186 | $47,472 | $14,035 | — |
| 2022 | $206,747 | $21,280 | $44,255 | — | $11,300 |