Original filing (PDF)20251013134548NAL0002087744001

SELECT INVESTMENT AND MANAGEMENT CO.

Name: SELECT INVESTMENT AND MANAGEMENT CO. — SELECT INVESTMENT AND MANAGEMENT CO. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: SELECT INVESTMENT AND MANAGEMENT CO.

Form 5500

FILING_RECEIVED

SELECT INVESTMENT AND MANAGEMENT CO. EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 3

100% in single holding100% employer stockNo recordkeeper disclosed

Active participants

111

Accounts w/ balance

109

Plan assets (EOY)

$17.6M

Net assets (EOY)

$14.7M

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade B

Above-average plan

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SELECT INVESTMENT AND MANAGEMENT CO..

Plan sponsor

Name

SELECT INVESTMENT AND MANAGEMENT CO.

EIN

87-0537386

Address

2501 EAST STATE AVENUE, SUITE 210 · MERIDIAN, ID · 83642

Phone

(208) 871-1395

Industry

Accommodation & Food Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2P · Leveraged ESOP

Audit & trust (Schedule H)

Auditor

GROW RASMUSSEN

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 direct security· $17.6M(100% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	common stock	Common Stocks	—	$4.3M	$17.6M	100.0%

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