Christian Stavig signed SI East LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SI East LLC's EIN is 30-1123496.
Download the official 2024 Form 5500 (PDF) for SI East LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SI East LLC's plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC WEALTH MANAGEMENT | 41-1416330 | — | ADVISOR | $14K | — |
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 | |||||
|---|---|---|---|---|---|---|
| BLKRK LP IDX RTMT IS Mutual Fund | Common Collective Trusts | — | — | $3.2M | 30.6% | |
| BLKRK LP IDX 2035 IS Mutual Fund | Common Collective Trusts | — | — | $2.0M | 19.1% | |
| IS S&P 500 IDX K Mutual Fund | Common Collective Trusts | — | — | $1.0M | 10.0% | |
| BLKRK LP IDX 2030 IS Mutual Fund | Common Collective Trusts | — | — | $1.0M | 9.8% | |
| BLKRK LP IDX 2040 IS Mutual Fund | Common Collective Trusts | — | — | $514K | 4.9% | |
| VRTS K SM-CAP GR I Mutual Fund | Other securities | — | — | $441K | 4.2% | |
| UM BEHAVIORAL VAL L Mutual Fund | Other securities | — | — | $434K | 4.2% | |
| FID GOVT MMKT Interest Bearing Cash | Mutual Funds | — | — | $386K | 3.7% | |
| BLKRK LP IDX 2045 IS Mutual Fund | Common Collective Trusts | — | — | $264K | 2.5% | |
| EV INC FUND BOSTON I Mutual Fund | Common Stocks | — | — | $230K | 2.2% | |
| BLKRK LP IDX 2050 IS Mutual Fund | Common Collective Trusts | — | — | $193K | 1.9% | |
| MFS INTL GROWTH R6 Mutual Fund | Mutual Funds | — | — | $159K | 1.5% | |
| OUTSTANDING LOAN BALANCE Participant Loans*** | Participant loans | — | — | $142K | 1.4% | |
| MM DSCPLD GROWTH SVC Mutual Fund | Other securities | — | — | $117K | 1.1% | |
| BLKRK LP IDX 2055 IS Mutual Fund | Common Collective Trusts | — | — | $89K | 0.9% | |
| HTFD EQUITY INC Y Mutual Fund | Common Stocks | — | — | $76K | 0.7% | |
| COL SM CAP INDEX I2 Mutual Fund | Other securities | — | — | $54K | 0.5% | |
| BLKRK LP IDX 2060 IS Mutual Fund | Common Collective Trusts | — | — | $48K | 0.5% | |
| BLKRK LP IDX 2065 IS Mutual Fund | Common Collective Trusts | — | — | $17K | 0.2% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
