How big is Sirios Capital Mgmt's plan?

Sirios Capital Mgmt's plan reported $13.2M in assets and 16 participants for 2024.

Original filing (PDF)20250522074649NAL0007937042001

Sirios Capital Mgmt

Name: Sirios Capital Mgmt — Sirios Capital Mgmt 401(k), Form 5500 (2024)
Creator: Sirios Capital Mgmt
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sirios Capital Mgmt 401(k) Plan

401(k) retirement plan · Sirios Capital Mgmt's Sirios Capital Mgmt 401(k) Plan held $13.2M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$13.2M

Net assets (EOY)

$13.2M

People on this filing

Allison Smyth signed Sirios Capital Mgmt's 2024 Form 5500 as plan administrator.

Allison Smyth — 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

Sirios Capital Mgmt's EIN is 06-1543030.

EIN 06-1543030

Plan number 001

Plan year 2024

ACK ID 20250522074649NAL0007937042001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sirios Capital Mgmt from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sirios Capital Mgmt'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 SIRIOS CAPITAL MGMT.

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Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score