How big is SI Mortgage Co. DBA Sistar Mortgage Co.'s plan?

SI Mortgage Co. DBA Sistar Mortgage Co.'s plan reported $692K in assets and 124 participants for 2024.

Original filing (PDF)20250429100302NAL0000216787001

SI Mortgage Co. DBA Sistar Mortgage Co.

Name: SI Mortgage Co. DBA Sistar Mortgage Co. — Form 5500 Plan 001 (2024)
Creator: SI Mortgage Co. DBA Sistar Mortgage Co.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SP 401(k) Plan

401(k) retirement plan · SI Mortgage Co. DBA Sistar Mortgage Co.'s SP 401(k) Plan held $692K in plan assets for 124 participants in 2024.

Signals · 1

No auditor on file

Active participants

124

Accounts w/ balance

Plan assets (EOY)

$692K

Net assets (EOY)

$692K

People on this filing

Vinita Gandhi signed SI Mortgage Co. DBA Sistar Mortgage Co.'s 2024 Form 5500 as plan administrator.

Vinita Gandhi — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

SI Mortgage Co. DBA Sistar Mortgage Co.'s EIN is 02-0625411.

EIN 02-0625411

Plan number 001

Plan year 2024

ACK ID 20250429100302NAL0000216787001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SI Mortgage Co. DBA Sistar Mortgage Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SI Mortgage Co. DBA Sistar Mortgage Co.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SI MORTGAGE CO. DBA SISTAR MORTGAGE CO..

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).

Helping the score