How big is Select Investment and Management Co.'s plan?

Select Investment and Management Co.'s plan reported $17.6M in assets and 111 participants for 2024.

Original filing (PDF)20251013134548NAL0002087744001

Select Investment and Management Co.

Name: Select Investment and Management Co. — Select Invest, Form 5500 (2024)
Creator: Select Investment and Management Co.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Select Investment and Management Co. Employee Stock Ownership Plan

Defined-contribution retirement plan · Select Investment and Management Co.'s Select Investment and Management Co. Employee Stock Ownership Plan held $17.6M in plan assets for 111 participants in 2024.

Signals · 4

100% in single holding100% employer stockHigh average account balanceNo recordkeeper disclosed

Active participants

111

Accounts w/ balance

109

Plan assets (EOY)

$17.6M

Net assets (EOY)

$14.7M

Plan identifiers

Select Investment and Management Co.'s EIN is 87-0537386.

EIN 87-0537386

Plan number 002

Plan year 2024

ACK ID 20251013134548NAL0002087744001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Select Investment and Management Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Select Investment and Management Co.'s plan includes a leveraged ESOP.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SELECT INVESTMENT AND MANAGEMENT CO..

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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

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.

Compliance & integrity

Total plan cost

100

Plan health

Vendor & structure

100

Knocking points off