Plan Snapshot
- Plan Sponsor: Sigma Technologies, Ltd
- Sponsor EIN: 341872737
- Sponsor Address: 27096 OAKMEAD DR., PERRYSBURG, OH, 43551
- Plan Type: 401(k)
- Total Participants: 471
- Total Assets: $14.5M
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 | 471 | $14.5M | $1.1M | $1.7M |
| 2023 | 412 | $11.8M | $946,900 | $1.4M |
| 2022 | 279 | $8.3M | $570,159 | $1.0M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | $10,500 | — | $10,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,500
- Estimated Expense Ratio: 0.072% 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 | $65,280 | $33,933 | $16,229 | $10,500 | — |
| 2023 | $56,419 | $17,244 | $11,343 | $11,025 | — |
| 2022 | $46,953 | — | — | — | — |