# Si Holding Company 401(k) Plan
Source: https://planprovider.pro/companies/si-holding-company-813171772-005

> Si Holding Company's 401(k) plan: 179 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Si Holding Company

- **Sponsor EIN:** 813171772

- **Sponsor Address:** 5215 HELLYER AVENUE, SUITE 210, SAN JOSE, CA, 95138

- **Plan Type:** 401(k)

- **Plan Number:** 005

- **Total Participants:** 179

- **Total Assets:** $9.1M

## 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|179|$9.1M|$0|$0|

| 2023|179|$13.7M|$0|$0|

| 2022|198|$37.6M|$1.6M|$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|

| BLUE RIDGE ESOP ASSOCIATES|Recordkeeper|$45,735|—|$45,735|

| DAVID STAGER|Custodian / Trustee|$38,475|—|$38,475|

| CAMPBELL TAYLOR WASHBURN|Auditor|$16,500|—|$16,500|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $100,710

- **Estimated Expense Ratio:** 1.106% 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|$101,014|—|—|—|—|

| 2023|$190,108|—|—|—|—|

| 2022|—|—|—|—|—|

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