Back to filter
Original filing (PDF)20251013154552NAL0000782227001
SIHO HOLDING, INC.
Form 5500
FILING_RECEIVED
SIHO 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
196
Accounts w/ balance
230
Plan assets (EOY)
$16.4M
Net assets (EOY)
$16.4M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Helping the score
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SIHO HOLDING, INC..
Plan sponsor
Name
SIHO HOLDING, INC.
EIN
47-2610310
Address
417 WASHINGTON STREET · COLUMBUS, IN · 47201
Phone
(812) 378-7000
Industry
Finance & Insurancesee 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CHERRY BEKAERT
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $3K | — |
Investments
32 direct securities· $16.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Freedom 2030 Fund | — | — | — | $2.2M | 13.6% | |
| Fidelity Investments Balanced Fund | — | — | — | $1.8M | 10.8% | |
| Fidelity Investments Freedom 2055 Fund | — | — | — | $1.3M | 8.0% | |
| Fidelity Investments Freedom 2050 Fund | — | — | — | $1.3M | 7.9% | |
| Fidelity Investments Freedom 2040 Fund | — | — | — | $1.1M | 6.7% | |
| Fidelity Investments Government Money Market Fund | — | — | — | $941K | 5.7% | |
| Fidelity Investments Blue Chip Growth Fund | — | — | — | $916K | 5.6% | |
| Fidelity Investments Freedom 2035 Fund | — | — | — | $906K | 5.5% | |
| Fidelity Investments Freedom 2025 Fund | — | — | — | $881K | 5.4% | |
| Fidelity Investments Total Market Index Fund | — | — | — | $589K | 3.6% | |
| Fidelity Investments Growth Discovery Fund | — | — | — | $571K | 3.5% | |
| Fidelity Investments Freedom 2020 Fund | — | — | — | $538K | 3.3% | |
| Fidelity Investments Freedom 2045 Fund | — | — | — | $418K | 2.5% | |
| Fidelity Investments US Bond Index Fund | — | — | — | $406K | 2.5% | |
| T. Rowe Price Dividend Growth Fund | — | — | — | $282K | 1.7% | |
| Fidelity Investments Extended Market Index Fund | — | — | — | $220K | 1.3% | |
| Calvert Bond Fund | — | — | — | $216K | 1.3% | |
| Notes receivable Loans to participants, various maturities, from participants interest rates ranging 4.25% to 9.50% | — | — | — | $215K | 1.3% | |
| Fidelity Investments International Discovery Fund | — | — | — | $199K | 1.2% | |
| Fidelity Investments Freedom 2010 Fund | — | — | — | $197K | 1.2% | |
| Fidelity Investments Freedom 2060 Fund | — | — | — | $186K | 1.1% | |
| MFS Mid Cap Value Fund | — | — | — | $163K | 1.0% | |
| Janus Henderson Enterprise Fund | — | — | — | $147K | 0.9% | |
| American Funds American Mutual Fund | — | — | — | $128K | 0.8% | |
| Fidelity Investments Freedom 2065 Fund | — | — | — | $118K | 0.7% | |
| Fidelity Investments Small Cap Value Fund | — | — | — | $107K | 0.7% | |
| Fidelity Investments Freedom Income Fund | — | — | — | $86K | 0.5% | |
| Fidelity Investments Real Estate Investments Fund | — | — | — | $85K | 0.5% | |
| Fidelity Investments International Index Fund | — | — | — | $73K | 0.4% | |
| JP Morgan US Value Fund | — | — | — | $55K | 0.3% | |
| Conestoga Small Cap Fund | — | — | — | $53K | 0.3% | |
| Fidelity Investments Freedom 2070 Fund 408 * Fidelity Investments Stk Sel Small Cap Fund | — | — | — | $11K | <0.1% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Finance & Insurance plans
ACCLAMATION INSURANCE MANAGEMENT SERVICES, INC.
ACCLAMATION INSURANCE MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN
$16.4M · 249 participants
WC ADMINISTRATORS, LLC
ENCOMPASS POOLED EMPLOYER PLAN
$16.3M · 632 participants
WISCONSIN MUTUAL INSURANCE CORPORATION
WISCONSIN MUTUAL INSURANCE CORPORATION 401(K) PLAN
$16.2M · 68 participants
RISK INTERNATIONAL HOLDINGS, LLC
RISK INTERNATIONAL HOLDINGS, LLC 401(K) RETIREMENT PLAN AND TRUST
$16.2M
RISING PHOENIX HOLDINGS CORPORATION
RISING PHOENIX HOLDINGS CORPORATION 401(K) RETIREMENT SAVINGS PLAN
$16.8M · 809 participants
BEAM TECHNOLOGIES INC.
BEAM TECHNOLOGIES 401(K) PLAN
$16.9M · 233 participants
Large plans in Indiana
ELI LILLY AND COMPANY
LILLY SAVINGS PLAN MASTER TRUST FUND B
$13.5B
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE 401(K) PLAN
$13.1B · 21,803 participants
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN MASTER TRUST
$12.1B
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH 401(K) PLAN
$12.1B · 71,880 participants
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST
$11.9B
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN
$11.8B · 21,629 participants