Original filing (PDF)20250509155032NAL0013862001001

SI INVESTMENT CO, LLC

Name: SI INVESTMENT CO, LLC — SI INVESTMENT CO, LLC MONEY PURCHASE PENSION PLAN, Form 5500 (2024)
Creator: SI INVESTMENT CO, LLC

Form 5500-SF

FILING_RECEIVED

SI INVESTMENT CO, LLC MONEY PURCHASE PENSION PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SI INVESTMENT CO, LLC.

Plan sponsor

Name

SI INVESTMENT CO, LLC

EIN

74-2843081

Address

3 LAKEWAY CENTRE COURT, SUITE 110 · LAKEWAY, TX · 78734

Phone

(512) 261-6216

Industry

Utilitiessee all

Plan administrator

Name

ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES

EIN

62-1874769

City

KNOXVILLE, TN

Phone

(865) 670-1844

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-09

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

3B · Covers self-employed individuals

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

2S · Automatic enrollment

Service providers (Schedule C)

Small plans don't disclose service providers

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