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Original filing (PDF)20251015121950NAL0002396723001
S.I.R. MANAGEMENT, INC.
Form 5500
FILING_RECEIVED
S.I.R. MANAGEMENT, INC. RETIREMENT PLAN AND TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
601
Accounts w/ balance
169
Plan assets (EOY)
$6.7M
Net assets (EOY)
$6.7M
How this plan invests
This plan
28 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
75
Vendor stack
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 28% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for S.I.R. MANAGEMENT, INC..
Plan sponsor
Name
S.I.R. MANAGEMENT, INC.
EIN
36-3787439
Address
6840 NORTH LINCOLN AVENUE · LINCOLNWOOD, IL · 607122628
Phone
(847) 675-7979
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
333
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
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)
2U · Association Retirement Plan
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MESIROW FINANCIAL | 36-3194849 | CHICAGO, IL | SERVICE PROVIDER | $0 | — |
Investments
1 direct security · 28 pooled funds· $6.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$6.7M
28 holdings
Uncategorized
$60K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AB LARGE CAP GRW FND Z VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.4M | 20.2% | |
| VOYA FIXED ACCOUNT (4450) VOYA RETIREMENT AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $933K | 14.0% | |
| VANGRD TRGT RETIRE 2035 FD VOYA RETIREMENT AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $597K | 8.9% | |
| AMERICAN FUNDS AM BALANCE R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $495K | 7.4% | |
| VANGRD TRGT RETIRE 2025 FD VOYA RETIREMENT AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $416K | 6.2% | |
| VANGRD EQUITY INCOME FUND ADM VOYA RETIREMENT AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $412K | 6.2% | |
| VANGRD TRGT RETIRE 2040 FD VOYA RETIREMENT AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $376K | 5.6% | |
| FIDELITY 500 INDEX FUND VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $260K | 3.9% | |
| AMERICAN FUNDS EUROPACIFIC R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $256K | 3.8% | |
| VANGRD TRGT RETIRE 2045 FD VOYA RETIREMENT AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $253K | 3.8% | |
| VANGRD TRGT RETIRE 2030 FD VOYA RETIREMENT AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $205K | 3.1% | |
| VANGRD TRGT RETIRE 2055 FD VOYA RETIREMENT AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $198K | 3.0% | |
| JPMORGAN CORE BOND FUND R6 VOYA RETIREMENT AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $190K | 2.8% | |
| VANGRD TRGT RETIRE 2020 FD VOYA RETIREMENT AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $147K | 2.2% | |
| VANGRD TRGT RETIRE INC FD VOYA RETIREMENT AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $144K | 2.2% | |
| MFS MID CAP GROWTH FD R6 VOYA RETIREMENT AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $114K | 1.7% | |
| Participants Participant notes receivable - Various maturities and repayment terms for notes receivable with interest rates ranging from 5.75 to 9.50 percent - | — | — | — | $60K | 0.9% | |
| MFS MID CAP VALUE FUND R6 VOYA RETIREMENT AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $58K | 0.9% | |
| MFS INTL DIVERSILICATION FD R6 VOYA RETIREMENT AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $55K | 0.8% | |
| VANGRD TRGT RETIRE 2050 FD VOYA RETIREMENT AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $52K | 0.8% | |
| VANGRD TRGT RETIRE 2065 FD VOYA RETIREMENT AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $36K | 0.5% | |
| INV DISCOVERY FD R6 VOYA RETIREMENT AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $27K | 0.4% | |
| FRNK SM CP VAL GG CIT R VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $24K | 0.4% | |
| FIDELITY MID CAP IDX FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $20K | 0.3% | |
| JPMORGAN CORE PLUS BOND FND R6 VOYA RETIREMENT AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $10K | 0.2% | |
| VANGRD TRGT RETIRE 2060 FD VOYA RETIREMENT AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $10K | 0.2% | |
| AMERICAN FUNDS NEW WORLD R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $8K | 0.1% | |
| JANUS HNDR MULTI-SECTOR INC N VOYA RETIREMENT AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $7K | 0.1% | |
| VOYA GC MNY MKT F A (HLD ACCT) VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $6K | <0.1% |
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