AUMdb

Sigma Engineered Solutions Retirement Plan

Sponsored by Sigma Electric Manufacturing Corporation · EIN 720926749 · Plan #003

Total assets
$24.0M
Net assets
$24.0M
Active participants
376
With balances
306

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Valley Forge Investment Consultants, Inc. CRD 123898 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $89,145
The Mandmarblestone Group Llc Contract administrator, Direct payment from the plan, Other services $12,403
Valley Forge Investment Consultants Investment advisory (plan), Other fees $0