Providers › Other services
Service provider · Schedule C, plan year 2024
Sigma Financial Corporation
Most often reported for other services
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 30 retirement plans with 100 or more participants reported paying Sigma Financial Corporation $5,000 or more. Those plans cover 27,854 participant records, and the service most often reported is other services.
Reported compensation from those plans, direct and indirect, totalled $711K. Per plan, the median was $42.30 per participant, with the middle half of plans between $26.65 and $72.52. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Michigan (20), Indiana (5) and Kansas (3).
In 2009 it appeared on 9 such filings; in 2024, 30. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $26.65 | $42.30 | $72.52 |
| Compensation as a share of plan net assets | 0.07% | 0.15% | 0.24% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| OneDigital Open Pooled Employer Plan | Plan Fiduciary Services, Inc. | FL | 5,757 | $93.6M | $27K |
| Belle Tire Distributors, Inc. 401(k) Salary Reduction Plan & Trust | Belle Tire Distributors, Inc. | MI | 4,540 | $83.0M | $0 |
| Technical Services Retirement Plan | Computer and Engineering Services, Inc. | MI | 3,283 | $29.2M | $149K |
| H. W. Kaufman Financial Group Retirement Savings Plan | H.W. Kaufman Financial Group | MI | 1,879 | $155M | $720 |
| Super C Group, LLC Employee 401(k) Plan | Super C Group, LLC | MI | 1,724 | $3.4M | $0 |
| SMR Automotive Systems USA, Inc. Employees 401(k) Plan | SMR Automotive Systems USA, Inc. | MI | 1,459 | $66.2M | $15K |
| Versicare Group 401(k) Plan | Behavioral Outcomes Management, LLC | MI | 866 | $5.5M | $14K |
| Reed Companies Profit Sharing Plan and Trust | E. E. Reed Co., Ltd. | TX | 817 | $89.5M | $63K |
| LM Manufacturing Retirement Savings Plan | LM Manufacturing, LLC | MI | 779 | $3.1M | $8,278 |
| Leaderone Financial Corp. 401(k) Profit Sharing Plan | Leaderone Financial Corp. | KS | 730 | $29.9M | $63K |
| Onemagnify 401(k) Plan | Marketing Associates LLC DBA Onemagnify | MI | 702 | $58.2M | $20K |
| Star Companies 401(k) Plan | Star Transport, LLC | KS | 558 | $10.4M | $22K |
| Jtekt Column Systems North America Corporation 401(k) Plan | Jtekt Column Systems North America Corporation | MI | 456 | $13.0M | $33K |
| Miside Erisa 403(b) Plan | Southwest Solutions, Inc. DBA Miside | MI | 448 | $12.5M | $8,968 |
| Deister Machine Company, Inc. 401(k) Salary Reduction Plan and Trust | Deister Machine Company, Inc. | IN | 376 | $18.6M | $27K |
| Lakota Corp. 401(k) Plan | Lakota Corp. | IN | 365 | $4.7M | $6,894 |
| Futamura, USA Inc. Retirement Plan | Futamura, USA Inc. | KS | 322 | $29.1M | $63K |
| One 401(k) and Profit Sharing Plan | Our Next Energy, Inc. | MI | 313 | $8.3M | $20K |
| Celebration, LLC 401(k) Plan | Celebration, LLC | MI | 306 | $11.9M | $12K |
| Alpine Power Systems, Inc. Employee 401(k) Retirement Plan | Alpine Power Systems, Inc. | MI | 300 | $21.5M | $44K |
| Loeks Theatres, Inc. 401(k) Plan | Loeks Theatres, Inc. | MI | 285 | $13.1M | $11K |
| Asm/cti 401(k) Plan | Advantage Sintered Metals, Inc. | MI | 242 | $4.7M | $14K |
| Neighborhood Health Clinics, Inc. 403(b) Plan | Neighborhood Health Clinics, Inc. | IN | 241 | $5.1M | $9,792 |
| Skyspecs 401(k) Plan | Skyspecs, Inc. | MI | 180 | $7.3M | $24K |
| Russell a. Farrow (U.S.) Inc. 401(k) Plan | Russell a. Farrow (U.S.) Inc. | MI | 176 | $5.6M | $7,739 |
| Valbruna Stainless, Inc. 401(k) Plan | Valbruna Stainless, Inc. | IN | 166 | $18.7M | $9,084 |
| Wayne Metals, LLC 401(k) Plan | Wayne Metals, LLC | IN | 163 | $3.6M | $5,661 |
| Materials Testing Consultants, Inc. 401(k) Plan | Materials Testing Consultants, Inc. | MI | 162 | $8.9M | $12K |
| Hagopian & Sons 401(k) Plan | Hagopian & Sons, Inc. | MI | 133 | $6.2M | $15K |
| Accurate Gauge Retirement Savings Plan | Accurate Gauge & Mfg. Inc. | MI | 126 | $9.9M | $4,316 |
Questions and answers
How many plans does Sigma Financial Corporation serve?
30 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Sigma Financial Corporation?
The median plan reported $42.30 per participant in direct and indirect compensation (28 plans reporting an amount), or 0.15% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment advisory (plan) (11 plans), Other services (8 plans), Securities brokerage (1 plans) and Investment advisory (participants) (1 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.