How big is SIU'S Investment, Inc.'s plan?

SIU'S Investment, Inc.'s plan reported $169K in assets and 2 participants for 2024.

Original filing (PDF)20251013164229NAL0001613009001

SIU'S Investment, Inc.

Name: SIU'S Investment, Inc. — SIU'S Investment, Inc., Form 5500 (2024)
Creator: SIU'S Investment, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SIU'S Investment, Inc. Retirement Plan

401(k) retirement plan · SIU'S Investment, Inc.'s SIU'S Investment, Inc. Retirement Plan held $169K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$169K

Net assets (EOY)

$169K

Plan identifiers

SIU'S Investment, Inc.'s EIN is 95-4867481.

EIN 95-4867481

Plan number 001

Plan year 2024

ACK ID 20251013164229NAL0001613009001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SIU'S Investment, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SIU'S Investment, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SIU'S INVESTMENT, INC..

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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 (96th percentile).

Plan sponsor

Name

SIU'S INVESTMENT, INC.

EIN

all filings

Address

19930 E. COUNTRY HOLLOW DR. · WALNUT, CA · 91789

Phone

(626) 712-9292

Industry

Real Estate

Plan administrator