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Original filing (PDF)20251013120736NAL0002714962001
SI-BONE, INC.
Form 5500
FILING_RECEIVED
SI-BONE, INC. 401(K) PLAN
401(k) retirement plan
Active participants
329
Accounts w/ balance
414
Plan assets (EOY)
$35.5M
Net assets (EOY)
$35.5M
How this plan invests
This plan
11 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (18 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SI-BONE, INC..
Plan sponsor
Name
SI-BONE, INC.
EIN
26-2216351
Address
471 EL CAMINO REAL SUITE 101 · SANTA CLARA, CA · 95050
Phone
(415) 516-0420
Industry
Manufacturingsee all
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
2025-10-13
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US,LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $23K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | — | IRVINE, CA | INVESTMENT MGMT | $42K | — |
Investments
16 direct securities · 11 pooled funds· $35.5M(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.
Uncategorized
$19.0M
15 holdings
Common Collective Trust
$14.9M
11 holdings
Guaranteed Income / GIC
$1.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual fund | — | — | — | $4.3M | 12.1% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $4.0M | 11.2% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $2.8M | 8.0% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $2.5M | 7.1% | |
| Alliance Bernstein Large Cap Growth Fund Class Z Mutual fund | — | — | — | $2.3M | 6.4% | |
| Vanguard Equity Income Fund Admiral Shares Mutual fund | — | — | — | $1.9M | 5.3% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 272 | Common Collective Trust | — | — | $1.9M | 5.3% | |
| Guaranteed investment contract, at contract value | Guaranteed Income / GIC | — | — | $1.6M | 4.5% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $1.5M | 4.2% | |
| Fidelity Extended Market Index Fund Mutual fund | — | — | — | $1.5M | 4.1% | |
| Fidelity International Index Fund Mutual fund | — | — | — | $1.4M | 4.0% | |
| T. Rowe Price Overseas Stock Fund Mutual fund | — | — | — | $1.4M | 3.8% | |
| Vanguard Dividend Appreciation Index Fund Admiral Shares Mutual fund | — | — | — | $1.3M | 3.7% | |
| Fidelity U.S. Bond Index Fund Mutual fund | — | — | — | $1.0M | 2.9% | |
| DFA Emerging Markets Core Equity Fund Class I Mutual fund | — | — | — | $997K | 2.8% | |
| BLACKROCK TOTAL RETURN BOND CL 6 GREAT GRAY · EIN 82-2941483 / PN 264 | Common Collective Trust | — | — | $916K | 2.6% | |
| Janus Henderson Triton Fund Class N Mutual fund | — | — | — | $784K | 2.2% | |
| Hartford World Bond Fund Class R6 Mutual fund | — | — | — | $534K | 1.5% | |
| American Century Mid Cap Value Fund R6 Mutual fund | — | — | — | $448K | 1.3% | |
| EAGLE MID CAP GROWTH CIT FOUNDERS C CARILLON FUNDS · EIN 59-3528369 / PN 000 | Common Collective Trust | — | — | $444K | 1.3% | |
| MFS New Discovery Value Fund Class R6 Mutual fund | — | — | — | $428K | 1.2% | |
| PGIM High Yield Fund Class R6 Mutual fund | — | — | — | $394K | 1.1% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $390K | 1.1% | |
| maturing through October 2029 0 | — | — | — | $325K | 0.9% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $308K | 0.9% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $124K | 0.3% | |
| PUTNAM RETIREMENT ADVANTAGE TRST MA PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $61K | 0.2% |
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