How big is Siemer Institute's plan?

Siemer Institute's plan reported $709K in assets and 1 participants for 2025.

Original filing (PDF)20260508155559NAL0007472242001

Siemer Institute

Name: Siemer Institute — Siemer Institute 401(k) Plan, Form 5500 (2025)
Creator: Siemer Institute
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Siemer Institute 401(k) Plan

401(k) retirement plan · Siemer Institute's Siemer Institute 401(k) Plan held $709K in plan assets for 1 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$709K

Net assets (EOY)

$709K

People on this filing

Kathleen Carillo for Daybright signed Siemer Institute's 2025 Form 5500 as plan administrator.

Kathleen Carillo for Daybright — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Siemer Institute's EIN is 81-4859121.

EIN 81-4859121

Plan number 001

Plan year 2025

ACK ID 20260508155559NAL0007472242001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Siemer Institute from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Siemer Institute's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SIEMER INSTITUTE.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

SIEMER INSTITUTE

EIN

all filings

Address

1234 E. BROAD ST. · COLUMBUS, OH · 43205

Phone

(614) 227-2737

Industry

Other Services (ex. Public Admin)

Plan administrator