How big is System Innovation Group, LLC's plan?

System Innovation Group, LLC's plan reported $2.7M in assets and 15 participants for 2024.

Original filing (PDF)20251010113000NAL0007615249001

System Innovation Group, LLC

Name: System Innovation Group, LLC — System Innovation, Form 5500 (2024)
Creator: System Innovation Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

System Innovation Group, LLC 401(k) Plan

401(k) retirement plan · System Innovation Group, LLC's System Innovation Group, LLC 401(k) Plan held $2.7M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Richard Tatum signed System Innovation Group, LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

System Innovation Group, LLC's EIN is 82-2212897.

EIN 82-2212897

Plan number 001

Plan year 2024

ACK ID 20251010113000NAL0007615249001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for System Innovation Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

System Innovation Group, LLC'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 SYSTEM INNOVATION GROUP, LLC.

Finding similar companies…

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