Plan Ledger DOL Form 5500 · updated monthly

Si Group, Inc.401(k)

SI GROUP, INC. RETIREMENT AND SAVINGS PLAN · THE WOODLANDS, TX · plan year 2025

Reported admin expense ratio · 2025
0.12%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Si Group, Inc. reported $243,145 in plan administrative expenses for 2025: 0.12% of average plan assets, above the peer median. Employer contributions averaged $11,202 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio fell from 0.16% to 0.12%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other manufacturing employers. By assets it is the 369th-largest of 5,688 plans among Texas employers on file, and the 1,093rd of 13,661 in manufacturing. In 2025, employees put in $1.03 for every $1.00 the employer contributed; active participation has shrunk from 909 to 746 since 2022.

Plan summary
Net assets, end of year$218,272,270
Participants with balances1,063
Active participants746
Employer contributions$8,356,349
Employee contributions$8,645,715
Employer contribution per active participant$11,202
Average account balance$205,336
Benefits paid to participants$22,312,995
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$218.3M · 1,063 accts · $8.4M emplr
2024$191.2M · 1,098 accts · $8.1M emplr
2023$179.6M · 1,207 accts · $8.9M emplr
2022$152.5M · 1,264 accts · $9.4M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$120,317
Investment management$103,803
Audit (IQPA)$19,025
Total administrative$243,145
The Si Group, Inc. 401(k) match · 2025
Employer contribution per active participant$11,202
Median for plans this size$4,093
2025$11,202 per active participant
2024$10,416 per active participant
2023$10,367 per active participant
2022$10,299 per active participant

Si Group, Inc.'s 2025 employer contribution ran above the $4,093 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
JOHN HANCOCK · Recordkeeping · Loan processing$243,196
CAPFINANCIAL PARTNERS, LLC · Investment advisory (plan)$103,803
CARON & BELTZER, PLLC · Accounting / audit$19,025

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year3
2025John Hancock
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$243,145 · 0.12%
2024$251,666 · 0.14%
2023$261,637 · 0.16%
2022$267,016 · 0.16%
Same employer
Similar plansManufacturing · Texas
Hydril Company TX$228.8M · 0.31%
Alamo Group Inc. TX$228.5M · 0.15%
Cvr Services, LLC TX$226.1M · 0.04%
Martin Sprocket & Gear, Inc. TX$226.0M · 0.42%
Techline, Inc. TX$214.5M
Americas Styrenics LLC TX$213.8M · 0.06%
Mavenir Systems, Inc. TX$208.5M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 141041790 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.