# Sigma Defense Systems, LLC 401(k) Plan
Source: https://planprovider.pro/companies/sigma-defense-systems-llc-401k-plan-002

> Sigma Defense Systems, LLC's 401(k) plan: 503 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sigma Defense Systems, LLC

- **Sponsor EIN:** 205844944

- **Sponsor Address:** 1455 FRAZEE RD SUITE 900, SAN DIEGO, CA, 92108

- **Plan Type:** 401(k)

- **Total Participants:** 503

- **Total Assets:** $53.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **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|503|$53.9M|$2.7M|$4.2M|

| 2023|457|$36.7M|$792,197|$3.1M|

| 2022|197|$17.4M|$1.3M|$1.4M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$94,168|—|$94,168|

| THE HIGHLANDS ACCOUNTING GROUP, INC|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $94,168

- **Estimated Expense Ratio:** 0.175% 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|$94,168|—|$94,168|—|—|

| 2023|$30,759|—|$30,759|—|—|

| 2022|$3,298|—|$3,298|—|—|

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