Plan Snapshot
- Plan Sponsor: Sigler Companies INC
- Sponsor EIN: 421416217
- Sponsor Address: 1101 AVIATION WAY, AMES, IA, 500101185
- Plan Type: 401(k)
- Total Participants: 184
- Total Assets: $8.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2024 | 184 | $8.8M | $51,103 | $433,888 |
| 2023 | 235 | $9.4M | $54,707 | $422,020 |
| 2022 | 226 | $8.4M | $49,403 | $367,366 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $44,916 | — | $44,916 |
| GLOBAL RETIREMENT PARTNERS LLC | Investment Advisor | — | $17,740 | $17,740 |
| WELLTH ADVISORY SERVICES, LLC | Investment Advisor | — | $5,923 | $5,923 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $68,579
- Estimated Expense Ratio: 0.782% 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 |
|---|---|---|---|---|---|
| 2024 | $49,093 | — | $44,916 | — | — |
| 2023 | $49,740 | — | $45,998 | — | — |
| 2022 | $54,106 | — | $53,211 | — | — |