Original filing (PDF)20251014071930NAL0004928434001

SIHLE INSURANCE GROUP, INC.

Name: SIHLE INSURANCE GROUP, INC. — SIHLE INSURANCE GROUP, INC. SAVINGS PLAN, Form 5500 (2024)
Creator: SIHLE INSURANCE GROUP, INC.

Form 5500

FILING_RECEIVED

SIHLE INSURANCE GROUP, INC. SAVINGS PLAN

401(k) retirement plan

Signals · 1

6 service providers

Active participants

111

Accounts w/ balance

159

Plan assets (EOY)

$5.9M

Net assets (EOY)

$5.9M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SIHLE INSURANCE GROUP, INC..

Plan sponsor

Name

SIHLE INSURANCE GROUP, INC.

EIN

59-1619274

Address

1021 DOUGLAS AVENUE · ALTAMONTE SPRINGS, FL · 32714

Phone

(407) 389-3563

Industry

Insurance Agencies & Brokerages· 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

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

6 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$11K	—
CAPITAL GROUP RETIREMENT PLAN SERVI	—	IRVINE, CA	RECORDKEEPER	$938	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
BISON WEALTH LLC	—	ATLANTA, GA	INVESTMENT ADVISOR	$9K	—
NORTHWESTERN MUTUAL WEALTH MGMT CO

Investments

1 pooled fund· $63K(1% 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.

Investment	Type	Current value	% of plan
RELIANCE METLIFE SERIES 25053 CL 0 METLIFE STABLE VALUE · EIN 58-1428634 / PN 013	Common Collective Trust	$63K	1.1%

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