Bill Marine signed SI Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SI Group, Inc.'s EIN is 14-1041790.
Download the official 2024 Form 5500 (PDF) for SI Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SI Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $135K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | RETIANED BY EMPLOYER | $104K | — |
| CARON & BELTZER, PLLC | 04-3499945 |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD TR 2030 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $27.4M | 14.3% | |
| VANGUARD TR 2035 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $24.6M | 12.9% | |
| VANGUARD TR 2040 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $18.1M | 9.5% | |
| VANGUARD TR 2025 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $18.0M | 9.4% | |
| VANGUARD TR 2045 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $14.1M | 7.4% | |
| Fidelity 500 Index Fund " | Common Collective Trusts | — | — | $12.2M | 6.4% | |
| VANGUARD TR 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $11.5M | 6.0% | |
| VANGUARD TR 2055 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $9.4M | 4.9% | |
| PUTNAM STABLE VALUE 15 BPS A PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $9.2M | 4.8% | |
| T ROWE BLUE CHIP GRWTH TRUST T T. ROWE PRICE TRUST COMPANY · EIN 80-0470272 / PN 004 | Common Collective Trust | — | — | $8.4M | 4.4% | |
| VANGUARD TR 2020 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $5.7M | 3.0% | |
| VANGUARD TR 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $3.7M | 1.9% | |
| BlackRock Total Return Fund " | Other securities | — | — | $2.7M | 1.4% | |
| MFS MID CAP GROWTH CT MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 022 | Common Collective Trust | — | — | $2.7M | 1.4% | |
| COLUMBIA TRUST DIV INC INSTL 1 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 218 | Common Collective Trust | — | — | $2.6M | 1.3% | |
| Fidelity Mid Cap Index Fund " | Common Collective Trusts | — | — | $2.1M | 1.1% | |
| Fidelity Small Cap Index Fund " | Common Collective Trusts | — | — | $1.7M | 0.9% | |
| VANGUARD TR INCOME TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $1.6M | 0.8% | |
| Fidelity International Index Fund " | Common Collective Trusts | — | — | $1.2M | 0.7% | |
| MFS New Discovery Value Fund " | Mutual Funds | — | — | $1.2M | 0.7% | |
| MFS MID CAP VALUE CT MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 024 | Common Collective Trust | — | — | $1.2M | 0.6% | |
| Fidelity Advisor High Income Advantage Fund " | Mutual Funds | — | — | $1.2M | 0.6% | |
| Fidelity U.S. Bond Index Fund " | Common Collective Trusts | — | — | $1.2M | 0.6% | |
| Principal SmallCap Growth Fund " | Other securities | — | — | $1.1M | 0.6% | |
| VANGUARD TR 2065 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $966K | 0.5% | |
| MFS International Diversification Fund " | Mutual Funds | — | — | $890K | 0.5% | |
| Vanguard Real Estate Index Fund " | Common Collective Trusts | — | — | $579K | 0.3% | |
| PIMCO Real Return Fund Institutional Fund " | Mutual Funds | — | — | $498K | 0.3% | |
| Driehaus Emerging Markets Growth Fund " | Other securities | — | — | $464K | 0.2% | |
| JPMorgan US Government Money Market Fund Mutual fund | Cash / Money Market | — | — | $159K | <0.1% | |
| VANGUARD TARGET RET 2070 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $36K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| RETAINED BY EMPLOYER |
| $13K |
| — |
