Si Group, Inc. Retirement And Savings Plan
Sponsored by Si Group, Inc. · EIN 141041790 · Plan #002
- Total assets
- $191M
- Net assets
- $191M
- Active participants
- 774
- With balances
- 1,098
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock | Recordkeeping, Participant loan processing, Float revenue | $134,862 |
| Capfinancial Partners, Llc | Investment advisory (plan) | $103,909 |
| Caron & Beltzer, Pllc | Accounting | $12,920 |