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Original filing (PDF)20251006075841NAL0003331409001
SIG SAUER, INC.
Form 5500
FILING_RECEIVED
SIG SAUER, INC. 401(K) PLAN
401(k) retirement plan
Active participants
3,253
Accounts w/ balance
3,791
Plan assets (EOY)
$198.8M
Net assets (EOY)
$198.8M
How this plan invests
This plan
3 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 16 bps in Schedule C fees — 62% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SIG SAUER, INC..
Plan sponsor
Name
SIG SAUER, INC.
EIN
02-0528156
Address
72 PEASE BLVD · NEWINGTON, NH · 03801
Phone
(603) 610-3698
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $279K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | ADVISOR | $30K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARON & BLETZER, PLLC | 04-3499945 | — | ACCOUNTANT/AUDITOR | $14K | — |
Investments
28 direct securities · 3 pooled funds· $332.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$188.9M
28 holdings
Common Collective Trust
$143.4M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AC IN RETIRE TR III GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $133.5M | 67.2% | |
| American Century Retirement Date 2055 Trust Class III " | — | — | — | $25.3M | 12.7% | |
| Fidelity 500 Index Fund " | — | — | — | $23.7M | 11.9% | |
| American Century Retirement Date 2030 Trust Class III " | — | — | — | $19.2M | 9.7% | |
| American Century Retirement Date 2050 Trust Class III " | — | — | — | $18.3M | 9.2% | |
| American Century Retirement Date 2035 Trust Class III " | — | — | — | $16.3M | 8.2% | |
| American Century Retirement Date 2025 Trust Class III " | — | — | — | $13.8M | 7.0% | |
| American Century Retirement Date 2045 Trust Class III " | — | — | — | $13.4M | 6.7% | |
| American Century Retirement Date 2060 Trust Class III " | — | — | — | $12.0M | 6.0% | |
| American Century Retirement Date 2040 Trust Class III " | — | — | — | $10.3M | 5.2% | |
| AB US LG CP GR CIT W GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $6.5M | 3.3% | |
| Participant loans (4.25% - 9.50%) - | — | — | — | $5.4M | 2.7% | |
| American Century Income Retirement Trust Class III Common collective trust | — | — | — | $5.0M | 2.5% | |
| Fidelity Mid Cap Index Fund " | — | — | — | $3.5M | 1.7% | |
| FA STABLE VALUE III FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $3.4M | 1.7% | |
| JP Morgan Equity Income Fund " | — | — | — | $2.9M | 1.5% | |
| Fidelity Small Cap Index Fund " | — | — | — | $2.7M | 1.3% | |
| BNY Mellon Worldwide Growth Fund Mutual fund | — | — | — | $2.4M | 1.2% | |
| Fidelity Government Money Market Fund " | — | — | — | $2.1M | 1.1% | |
| Carillon Eagle Mid Cap Growth Fund " | — | — | — | $2.0M | 1.0% | |
| Janus Henderson Discipline Value Midcap Fund " | — | — | — | $1.9M | 0.9% | |
| Fidelity International Index Fund " | — | — | — | $1.6M | 0.8% | |
| Janus Henderson Triton Fund " | — | — | — | $1.4M | 0.7% | |
| Fidelity Strategy Income Fund " | — | — | — | $1.0M | 0.5% | |
| MFS International Diversification Fund " | — | — | — | $1.0M | 0.5% | |
| Fidelity US Bond Index Fund " | — | — | — | $980K | 0.5% | |
| Pioneer Bond Fund " | — | — | — | $966K | 0.5% | |
| Victory Sycamore Small Company Opportunities Fund " | — | — | — | $943K | 0.5% | |
| JP Morgan Core Plus Bond Fund " | — | — | — | $448K | 0.2% | |
| Pimco Real Return Institutional Fund " | — | — | — | $422K | 0.2% | |
| Fidelity Government Income Fund " | — | — | — | $107K | <0.1% |
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