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Original filing (PDF)20260319120135NAL0003973537001
SYSTEMS INTEGRATION, INC.
Form 5500
FILING_RECEIVED
SYSTEMS INTEGRATION, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 4.1 mo32% in single holding
Active participants
48
Accounts w/ balance
67
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
How this plan invests
This plan
4 pooled trusts
Schedule D
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
84
Concentration risk
84
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 4.1 months past the 10.5-month grace window.
- Top holding "PGIM JENNISON SMALL CO R6 FD" is 32% of plan.
Helping the score
- Below-peer total fees (35 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SYSTEMS INTEGRATION, INC..
Plan sponsor
Name
SYSTEMS INTEGRATION, INC.
EIN
52-1676018
Address
4800 HAMPDEN LN, STE 200 · BETHESDA, MD · 20814
Phone
(805) 441-4657
Industry
Professional & Technical Servicessee 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
2026-03-19
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SC&H ATTEST SERVICES P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $9K | — |
Investments
19 direct securities · 4 pooled funds· $3.2M(100% of reported assets)
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.
Uncategorized
$2.5M
19 holdings
Pooled Separate Account
$635K
3 holdings
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PGIM JENNISON SMALL CO R6 FD | — | — | $0 | $810K | 32.0% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $522K | 20.6% | |
| PGIM HIGH YIELD R6 FUND | — | — | $0 | $522K | 20.6% | |
| JANUSHENDERSON ENTRPRS N | — | — | $0 | $374K | 14.8% | |
| JP MORGAN LARGE CAP GR R6 FD | — | — | $0 | $127K | 5.0% | |
| INVESCO VALUE OPP R6 FUND | — | — | $0 | $120K | 4.7% | |
| JP MORGAN US EQUITY R6 FUND | — | — | $0 | $104K | 4.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $72K | 2.8% | |
| PRIN REAL ESTATE SECS SA-Z | — | — | $0 | $72K | 2.8% | |
| AB BOND INFL STAT Z FUND | — | — | $0 | $71K | 2.8% | |
| PRIN SMCAP S&P 600 INDEX SA-Z | — | — | $0 | $68K | 2.7% | |
| AMERICAN FUNDS AMERMUT R6 FD | — | — | $0 | $55K | 2.2% | |
| PRIN CORE FIX INC SEP ACCT-Z | — | — | $0 | $42K | 1.6% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $42K | 1.6% | |
| FIDELITY INTERNATIONAL IDX FD | — | — | $0 | $33K | 1.3% | |
| FIDELITY 500 INDEX FUND | — | — | $0 | $33K | 1.3% | |
| AM FDS 2040 TRGT DTE RTM R6 FD | — | — | $0 | $31K | 1.2% | |
| GOLDMAN SACHS EM MKT EQ IS R6 | — | — | $0 | $23K | 0.9% | |
| FIDELITY SMALL CAP VAL IDX FD | — | — | $0 | $23K | 0.9% | |
| VOYA CORP LEADERS 100 R6 FUND | — | — | $0 | $23K | 0.9% | |
| Participant Loans | — | — | $0 | $646 | <0.1% | |
| PRIN FIXED INC GUAR OPTION | — | — | $0 | $1 | <0.1% | |
| T. ROWE PRICE TRUST COMPANY T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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