Plan Snapshot
- Plan Sponsor: Sigma Investment Counselors, INC
- Sponsor EIN: 382257820
- Sponsor Address: 186 E. MAIN STREET, NORTHVILLE, MI, 48167
- Plan Type: 401(k)
- Total Participants: 19
- Total Assets: $12.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 19 | $12.6M | $365,170 | $345,222 |
| 2023 | 18 | $10.2M | $347,529 | $348,797 |
| 2022 | 19 | $8.9M | $356,324 | $332,670 |