How big is SGI, LLC's plan?

SGI, LLC's plan reported $13.8M in assets and 84 participants for 2025.

Original filing (PDF)20260522161311NAL0002474483001

SGI, LLC

Name: SGI, LLC — SGI, LLC 401(k) Plan, Form 5500 (2025)
Creator: SGI, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SGI, LLC 401(k) Plan

401(k) retirement plan · SGI, LLC's SGI, LLC 401(k) Plan held $13.8M in plan assets for 84 participants in 2025.

Active participants

Accounts w/ balance

109

Plan assets (EOY)

$13.8M

Net assets (EOY)

$13.8M

People on this filing

Bill Price signed SGI, LLC's 2025 Form 5500 as plan administrator.

Bill Price — 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

SGI, LLC's EIN is 20-0524972.

EIN 20-0524972

Plan number 001

Plan year 2025

ACK ID 20260522161311NAL0002474483001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for SGI, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

SGI, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

SGI, LLC

EIN

all filings

Address

8350 ALLISON AVENUE · INDIANAPOLIS, IN · 462681660

Phone

(317) 228-4708

Industry

Admin Support & Waste Mgmt

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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