Plan Snapshot
- Plan Sponsor: Russell Sigler, INC.
- Sponsor EIN: 860223222
- Sponsor Address: 9702 W TONTO STREET, TOLLESON, AZ, 85353
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 981
- Total Assets: $146.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 981 | $146.0M | $0 | $0 |
| 2024 | 806 | $120.2M | $7.6M | $6.6M |
| 2023 | 738 | $97.5M | $6.8M | $6.0M |
| 2022 | 721 | $76.3M | $6.2M | $5.4M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $124,593 | — | $124,593 |
| SAGEVIEW ADVISORY GROUP LLC | Investment Advisor | $50,000 | — | $50,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $174,593
- Estimated Expense Ratio: 0.120% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $10,366,363 | $50,026 | $600 | — | — |
| 2024 | $161,739 | $19,712 | — | — | — |
| 2023 | $165,571 | $62,000 | — | — | — |
| 2022 | $161,231 | — | — | — | — |