Tommy POON signed SI-BONE, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SI-BONE, Inc.'s EIN is 26-2216351.
Download the official 2024 Form 5500 (PDF) for SI-BONE, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SI-BONE, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | — | IRVINE, CA | INVESTMENT MGMT | $42K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual fund | Common Collective Trusts | — | — | $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 | Other securities | — | — | $2.3M | 6.4% | |
| Vanguard Equity Income Fund Admiral Shares Mutual fund | Mutual Funds | — | — | $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 | Common Collective Trusts | — | — | $1.5M | 4.1% | |
| Fidelity International Index Fund Mutual fund | Common Collective Trusts | — | — | $1.4M | 4.0% | |
| T. Rowe Price Overseas Stock Fund Mutual fund | Other securities | — | — | $1.4M | 3.8% | |
| Vanguard Dividend Appreciation Index Fund Admiral Shares Mutual fund | Common Collective Trusts | — | — | $1.3M | 3.7% | |
| Fidelity U.S. Bond Index Fund Mutual fund | Common Collective Trusts | — | — | $1.0M | 2.9% | |
| DFA Emerging Markets Core Equity Fund Class I Mutual fund | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $784K | 2.2% | |
| Hartford World Bond Fund Class R6 Mutual fund | Other securities | — | — | $534K | 1.5% | |
| American Century Mid Cap Value Fund R6 Mutual fund | Other securities | — | — | $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 | Mutual Funds | — | — | $428K | 1.2% | |
| PGIM High Yield Fund Class R6 Mutual fund | Other securities | — | — | $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 | Other securities | — | — | $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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
