Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
SELECT INVESTMENT AND MANAGEMENT CO.
EIN 87-0537386Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$22.0M assets
Welfare
0
Participants
247
PO BOX 245 - EASTLAKE, CO 80614208-288-0700
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $22.0M assets / 247 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SELECT INVESTMENT AND MANAGEMENT CO. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$17.6M
Participants123
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SELECT INVESTMENTS, INC. RETIREMENT PLAN
401k
Assets$4.4M
Participants124
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SELECT INVESTMENT AND MANAGEMENT CO. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $17.6M | 123 | 2024 | |
| 001 | SELECT INVESTMENTS, INC. RETIREMENT PLAN | 401k | $4.4M | 124 | 2024 |
Retirement plans