Original filing (PDF)20250723190105NAL0002238851001

THE SOCIETY FOR INFORMATION MANA

Name: THE SOCIETY FOR INFORMATION MANA — THE SOCIETY FOR INFORMATION MANAGEMENT, Form 5500 (2024)
Creator: THE SOCIETY FOR INFORMATION MANA

Form 5500-SF

FILING_RECEIVED

THE SOCIETY FOR INFORMATION MANAGEMENT

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$200K

Net assets (EOY)

$200K

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.
High average account balance (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE SOCIETY FOR INFORMATION MANA.

Plan sponsor

Name

THE SOCIETY FOR INFORMATION MANA

EIN

36-2676838all filings

Address

4008 AUSTIN WOODS DR · AUSTIN, TX · 78759

Phone

(512) 751-0116

Industry

Other Services (ex. Public Admin)see 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

2025-07-23

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

THE LAFFEY-MCHUGH FOUNDATION

THE LAFFEY-MCHUGH FOUNDATION 403(B) RETIREMENT PLAN

$200K · 3 participants

LIFE CHANGING REALITIES FELLOWSHIP, INC.

LIFE CHANGING CHURCH, INC. 401(K) PLAN

$200K · 38 participants

COLORADO SOLAR ENERGY INDUSTRIES ASSOCIATION

COLORADO SOLAR AND STORAGE ASSOCIATION 401(K) PLAN

$200K · 3 participants

BAITULMAAL, INC.

BAITULMAAL INC. 401(K) PLAN

$200K · 33 participants

DEPARTMENT OF ALABAMA, V.F.W.

VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.