How big is SFI AIP Holdings, LLC's plan?

SFI AIP Holdings, LLC's plan reported $16.7M in assets and 172 participants for 2024.

Original filing (PDF)20250828154551NAL0005669475001

SFI AIP Holdings, LLC

Name: SFI AIP Holdings, LLC — Stein Fibers, Ltd. Profit, Form 5500 (2024)
Creator: SFI AIP Holdings, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Stein Fibers, Ltd. Profit Sharing Plan

401(k) retirement plan · SFI AIP Holdings, LLC's Stein Fibers, Ltd. Profit Sharing Plan held $16.7M in plan assets for 172 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Late participant contributions27% employer stock

Active participants

172

Accounts w/ balance

207

Plan assets (EOY)

$16.7M

Net assets (EOY)

$16.7M

People on this filing

Yasir SYED signed SFI AIP Holdings, LLC's 2024 Form 5500 as plan administrator.

Yasir SYED — 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

SFI AIP Holdings, LLC's EIN is 14-1584173.

EIN 14-1584173

Plan number 001

Plan year 2024

ACK ID 20250828154551NAL0005669475001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SFI AIP Holdings, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SFI AIP Holdings, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SFI AIP HOLDINGS, LLC.

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How this plan invests

This plan

1 pooled trust

Schedule D

39 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 51K (4% of contributions).

Plan sponsor

Name

SFI AIP HOLDINGS, LLC

EIN

all filings

Address

4 COMPUTER DRIVE WEST · ALBANY, NY · 12205

Phone

(518) 489-5700

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3B · Covers self-employed individuals

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$6K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
KESTRA INVESTMENT SERVICES LLC	35-2552359	—	ADVISOR	$12K	—

Investments

39 direct securities · 1 pooled fund· $16.7M(100% of reported assets)

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.

Mutual Funds

$7.4M

19 holdings

Common Stocks

$4.5M

9 holdings

Other securities

$2.9M

5 holdings

Common Collective Trusts

$1.8M

5 holdings

Bonds / Notes

$180K

1 holding

Common Collective Trust

$2K

1 holding

					% of plan
AMAZON.COM, INC. COMMON STOCK	Common Stocks	—	—	$2.5M	14.7%
JPMORGAN LARGE CAP GROWTH FUND CLASS R6 MUTUAL FUND	Other securities	—	—	$1.7M	10.0%
FIDELITY ADVISOR FREEDOM 2030 FUND CLASS Z6 MUTUAL FUND	Mutual Funds	—	—	$1.2M	7.2%
FIDELITY ADVISOR FREEDOM 2050 FUND CLASS Z6 MUTUAL FUND	Mutual Funds	—	—	$1.2M	7.2%
FIDELITY ADVISOR FREEDOM 2035 FUND CLASS Z6 MUTUAL FUND	Mutual Funds	—	—	$904K	5.4%
FIDELITY ADVISOR FREEDOM 2025 FUND CLASS Z6 MUTUAL FUND	Mutual Funds	—	—	$766K	4.6%
ALPHABET INC. COMMON STOCK	Common Stocks	—	—	$760K	4.5%
J H ENTERPRISE MUTUAL FUND	Other securities	—	—	$694K	4.1%
FIDELITY GLOBAL EX U.S. INDEX FUND MUTUAL FUND	Common Collective Trusts	—	—	$666K	4.0%
FIDELITY SMALLCAP INDEX FUND MUTUAL FUND	Common Collective Trusts	—	—	$626K	3.7%
BANK OF AMERICA CORPORATION COMMON STOCK	Common Stocks	—	—	$602K	3.6%
FIDELITY ADVISOR FREEDOM 2045 FUND CLASS Z6 MUTUAL FUND	Mutual Funds	—	—	$587K	3.5%
FIDELITY ADVISOR FREEDOM 2040 FUND CLASS Z6 MUTUAL FUND	Mutual Funds	—	—	$584K	3.5%
FIDELITY ADVISOR FREEDOM 2055 FUND CLASS Z6 MUTUAL FUND	Mutual Funds	—	—	$495K	3.0%
FIDELITY 500 INDEX FUND MUTUAL FUND	Common Collective Trusts	—	—	$392K	2.3%
MFS MID CAP VALUE FUND CLASS R6 MUTUAL FUND	Mutual Funds	—	—	$305K	1.8%
THE WALT DISNEY CORPORATION COMMON STOCK	Common Stocks	—	—	$303K	1.8%
ALLSPRING SPECIAL SMALL CAP VALUE R6 MUTUAL FUND	Other securities	—	—	$295K	1.8%
FIDELITY ADVISOR FREEDOM 2060 FUND CLASS Z6 MUTUAL FUND	Mutual Funds	—	—	$277K	1.7%
FIDELITY ADVISOR TOTAL BOND FUND CLASS Z MUTUAL FUND	Mutual Funds	—	—	$262K	1.6%
AT&T, INC. COMMON STOCK	Common Stocks	—	—	$255K	1.5%
FIDELITY GOVERNMENT MONEY MARKET FUND CASH	Mutual Funds	—	—	$242K	1.4%
FIDELITY ADVISOR FREEDOM 2015 FUND CLASS Z6 MUTUAL FUND	Mutual Funds	—	—	$187K	1.1%
NOTES RECEIVABLE FROM PARTICIPANTS 4.25% - 9.50%	Bonds / Notes	—	—	$180K	1.1%
T. ROWE PRICE DIVIDEND GROWTH FUND MUTUAL FUND	Other securities	—	—	$152K	0.9%
FIDELITY U.S. BOND INDEX FUND MUTUAL FUND	Common Collective Trusts	—	—	$135K	0.8%
AMERICAN FUNDS AMERICAN MUTUAL FUND CLASS R6 MUTUAL FUND	Mutual Funds	—	—	$108K	0.6%
VIRTUS DUFF & PHELPS REAL ESTATE SECURITIES FUND CLASS R6 MUTUAL FUND	Other securities	—	—	$66K	0.4%
FIDELITY ADVISOR FREEDOM 2065 FUND CLASS Z6 MUTUAL FUND	Mutual Funds	—	—	$63K	0.4%
FIDELITY GOVERNMENT CASH RESERVES CASH	Mutual Funds	—	—	$59K	0.4%
FIDELITY ADVISOR FREEDOM 2020 FUND CLASS Z6 MUTUAL FUND	Mutual Funds	—	—	$50K	0.3%
WARNER BROS. DISCOVERY, INC. COMMON STOCK	Common Stocks	—	—	$47K	0.3%
PLUG POWER, INC. COMMON STOCK	Common Stocks	—	—	$37K	0.2%
FIDELITY ADVISOR FREEDOM INCOME FUND CLASS Z6 MUTUAL FUND	Mutual Funds	—	—	$33K	0.2%
FIDELITY SMALL CAP GROWTH MUTUAL FUND	Mutual Funds	—	—	$25K	0.1%
FIDELITY MIDCAP INDEX FUND MUTUAL FUND	Common Collective Trusts	—	—	$14K	<0.1%
GAMESTOP CORPORATION COMMON STOCK	Common Stocks	—	—	$10K	<0.1%
NVIDIA CORP NFS LLC COMMON STOCK	Common Stocks	—	—	$4K	<0.1%
GS STABLE VALUE INV1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025	Common Collective Trust	—	—	$2K	<0.1%
FIDELITY WISE ORIGIN BITCOIN FUND MUTUAL FUND	Mutual Funds	—	—	$2K	<0.1%