How big is Anna and John J SIE Foundation's plan?

Anna and John J SIE Foundation's plan reported $149K in assets and 13 participants for 2024.

Original filing (PDF)20250711133609NAL0017248722001

Anna and John J SIE Foundation

Name: Anna and John J SIE Foundation — Anna and John J SIE, Form 5500 (2024)
Creator: Anna and John J SIE Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Anna and John J SIE Foundation 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Anna and John J SIE Foundation's Anna and John J SIE Foundation 401(k) Profit Sharing Plan & Trust held $149K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$149K

Net assets (EOY)

$149K

People on this filing

Edward Rojas signed Anna and John J SIE Foundation's 2024 Form 5500 as plan administrator.

Edward Rojas — 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

Anna and John J SIE Foundation's EIN is 83-6058353.

EIN 83-6058353

Plan number 001

Plan year 2024

ACK ID 20250711133609NAL0017248722001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Anna and John J SIE Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Anna and John J SIE Foundation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ANNA AND JOHN J SIE FOUNDATION.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

ANNA AND JOHN J SIE FOUNDATION

EIN

all filings

Address

3239 E 2ND AVE · DENVER, CO · 802065203

Phone

(303) 468-6668

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator