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Original filing (PDF)20251014170919NAL0001688035001
SGII, INC.
Form 5500
FILING_RECEIVED
THE SENEGENCE 401(K) PLAN
401(k) retirement plan
Active participants
177
Accounts w/ balance
90
Plan assets (EOY)
$5.5M
Net assets (EOY)
$5.5M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
80
Knocking points off
- 51% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SGII, INC..
Plan sponsor
Name
SGII, INC.
EIN
33-0852416
Address
301 SOUTH MAIN STREET · SAPULPA, OK · 74066
Phone
(918) 309-1930
Industry
Wholesale Tradesee 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
2025-10-14
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)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WITHUM, SMITH & BROWN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT PLAN SVCS | 43-1581814 | BALTIMORE, MD | RECORDKEEPER | $7K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC - RPCP | 04-3046611 | — | RIA | $14K | — |
Investments
27 direct securities· $5.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2040 I Class | — | — | — | $829K | 14.9% | |
| T. Rowe Price Retirement 2045 I Class | — | — | — | $574K | 10.3% | |
| Vanguard 500 Index Fund Admiral Class | — | — | — | $557K | 10.0% | |
| T. Rowe Price Retirement 2055 I Class | — | — | — | $473K | 8.5% | |
| JPMorgan Large Cap Growth R6 Fund | — | — | — | $320K | 5.8% | |
| T. Rowe Price Retirement 2050 I Class | — | — | — | $310K | 5.6% | |
| T. Rowe Price Retirement 2035 I Class | — | — | — | $304K | 5.5% | |
| T. Rowe Price Stable Value Fund Class N | — | — | — | $297K | 5.3% | |
| T. Rowe Price Retirement 2060 I Class | — | — | — | $276K | 5.0% | |
| T. Rowe Price Retirement 2025 I Class | — | — | — | $235K | 4.2% | |
| T. Rowe Price Retirement 2020 I Class | — | — | — | $222K | 4.0% | |
| T. Rowe Price Retirement 2030 I Class | — | — | — | $215K | 3.9% | |
| Schwab Fundamental US Large Company Index Fund | — | — | — | $208K | 3.7% | |
| The Vanguard Group Vanguard Mid Cap Index | — | — | — | $183K | 3.3% | |
| Vanguard Small Cap Index Admiral Class | — | — | — | $172K | 3.1% | |
| Baird Aggregate Bond Fund Class Institutional | — | — | — | $94K | 1.7% | |
| Fidelity Advisor Emerging Markets Discovery Z Fund | — | — | — | $77K | 1.4% | |
| Delaware IVY Small Cap Growth Fund Class N | — | — | — | $65K | 1.2% | |
| TIAA-CREF International Equity Index Fund | — | — | — | $32K | 0.6% | |
| Nuveen Funds Nuveen International EQ IDX Instl | — | — | — | $32K | 0.6% | |
| Notes receivable from participants Interest rates from 8.00% to 9.50% with | — | — | — | $27K | 0.5% | |
| Participant Loans through June 2028 | — | — | — | $27K | 0.5% | |
| T. Rowe Price Retirement 2015 I Class | — | — | — | $18K | 0.3% | |
| T. Rowe Price Retirement 2010 I Class | — | — | — | $18K | 0.3% | |
| T. Rowe Price Retirement 2005 I Class | — | — | — | $18K | 0.3% | |
| T. Rowe Price Retirement 2065 I Class | — | — | — | $5K | <0.1% | |
| BlackRock Investments BlackRock Inflation Protection Bond K | — | — | — | $2K | <0.1% |
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