Plans listing this provider
19
0.03% of the 56,420 plans with Schedule H financials; 17 in 2023
Providers › Sigma Financial Corp
Sigma Financial Corp
- Service provider, as named on Schedule C
- EIN 382472555
- Plan year 2024
- Direct compensation reported $87,572
Assets of those plans
$323,451,260
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$87,572
37% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 55 | Other commissions | 12 |
| 49 | Other services | 7 |
| 27 | Investment advisory (plan) | 6 |
| 99 | Other fees | 5 |
| 50 | Direct payment from the plan | 4 |
| 33 | Securities brokerage | 1 |
| 61 | Finders fees / placement fees | 1 |
| 71 | Securities brokerage commissions and fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Belle Tire Distributors, Inc. 401(k) Salary Reduction Plan & Trust | Belle Tire Distributors | $82,970,758 | 3,635 | $0 |
| Onemagnify 401(k) Plan | Marketing Associates LLC DBA Onemagnify | $58,203,275 | 648 | $20,259 |
| Leaderone Financial Corp. 401(k) Profit Sharing Plan | Leaderone Financial | $29,877,845 | 447 | $0 |
| Futamura, USA Inc. Retirement Plan | Futamura USA | $29,077,528 | 310 | $0 |
| Alpine Power Systems, Inc. Employee 401(k) Retirement Plan | Alpine Power Systems | $21,511,886 | 266 | $0 |
| Valbruna Stainless, Inc. 401(k) Plan | Valbruna Stainless | $18,745,738 | 160 | $9,084 |
| Loeks Theatres, Inc. 401(k) Plan | Loeks Theatres | $13,103,753 | 205 | $0 |
| Star Companies 401(k) Plan | Star Transport | $10,365,643 | 202 | $0 |
| Accurate Gauge Retirement Savings Plan | Accurate Gauge & MFG. | $9,922,141 | 125 | $0 |
| Materials Testing Consultants, Inc. 401(k) Plan | Materials Testing Consultants | $8,941,364 | 121 | $0 |
| Skyspecs 401(k) Plan | Skyspecs | $7,264,954 | 161 | $23,516 |
| Hagopian & Sons 401(k) Plan | Hagopian & Sons | $6,216,841 | 128 | $0 |
| Russell A. Farrow (U.S.) Inc. 401(k) Plan | Russell A. Farrow (U.S.) | $5,640,679 | 168 | $7,739 |
| Versicare Group 401(k) Plan | Behavioral Outcomes Management | $5,516,037 | 239 | $0 |
| Lakota Corp. 401(k) Plan | Lakota | $4,708,842 | 167 | $6,894 |
| Asm/cti 401(k) Plan | Advantage Sintered Metals | $4,657,213 | 118 | $14,419 |
| Wayne Metals, LLC 401(k) Plan | Wayne Metals | $3,622,646 | 122 | $5,661 |
| LM Manufacturing Retirement Savings Plan | LM Manufacturing | $3,104,117 | 686 | $0 |
| Automated Media, Inc. 401(k) Profit Sharing Plan | Automated Media | $0 | 0 | $0 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.