AUMdb

Sigma Defense 401(k) Plan

Sponsored by Sigma Defense Systems, Llc · EIN 205844944 · Plan #002

Total assets
$53.9M
Net assets
$53.9M
Active participants
503
With balances
587

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Creative Planning, Llc CRD 105348 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $94,168
Creative Planning, Llc Investment advisory (participants), Consulting fees $0