Back to filter
Original filing (PDF)20250804085649NAL0000645043001
SIGVARIS, INC.
Form 5500
FILING_RECEIVED
SIGVARIS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
186
Accounts w/ balance
237
Plan assets (EOY)
$18.3M
Net assets (EOY)
$18.3M
How this plan invests
This plan
25 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
- 45 bps in Schedule C fees — 55% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SIGVARIS, INC..
Plan sponsor
Name
SIGVARIS, INC.
EIN
22-2902167
Address
1119 HIGHWAY 74 SOUTH · PEACHTREE CITY, GA · 30269
Phone
(770) 632-2944
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
2025-08-04
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PRICEKUBECKA, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JPMORGAN INVEST HOLDINGS LLC | 13-2624428 | — | RECORDKEEPER | $48K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $34K | — |
Investments
25 direct securities· $18.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Blackrock Lifepath Index 2035 K Mutual Fund | — | — | — | $3.8M | 20.8% | |
| Blackrock Lifepath Index 2040 K Mutual Fund | — | — | — | $2.2M | 11.9% | |
| Blackrock Lifepath Index Retirement K Mutual Fund | — | — | — | $2.1M | 11.2% | |
| Blackrock Lifepath Index 2030 K Mutual Fund | — | — | — | $1.8M | 9.8% | |
| Blackrock Lifepath Index 2045 K Mutual Fund | — | — | — | $1.5M | 7.9% | |
| Blackrock Lifepath Index 2050 K Mutual Fund | — | — | — | $1.4M | 7.8% | |
| Blackrock Lifepath Index 2055 K Mutual Fund | — | — | — | $1.2M | 6.6% | |
| Jpmorgan Us Government Mmkt Instl Mutual Fund | — | — | — | $855K | 4.7% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $820K | 4.5% | |
| Blackrock Lifepath Index 2060 K Mutual Fund | — | — | — | $438K | 2.4% | |
| Notes receivable from participants Bearing interest at 4.25%-9.50% - | — | — | — | $326K | 1.8% | |
| Blackrock Lifepath Index 2065 K Mutual Fund | — | — | — | $318K | 1.7% | |
| Jpmorgan Large Cap Growth R6 Mutual Fund | — | — | — | $300K | 1.6% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $224K | 1.2% | |
| American Funds New Perspective R6 Mutual Fund | — | — | — | $187K | 1.0% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $180K | 1.0% | |
| Blackrock Income Fund K Mutual Fund | — | — | — | $156K | 0.8% | |
| Pioneer Bond Y Mutual Fund | — | — | — | $129K | 0.7% | |
| Lord Abbett Short Duration Income R5 Mutual Fund | — | — | — | $113K | 0.6% | |
| American Funds American Mutual R6 Mutual Fund | — | — | — | $88K | 0.5% | |
| Jpmorgan Us Equity R6 Mutual Fund | — | — | — | $83K | 0.5% | |
| Blackrock Health Sciences Opps Inst Mutual Fund | — | — | — | $79K | 0.4% | |
| Cohen & Steers Realty Shares Mutual Fund | — | — | — | $55K | 0.3% | |
| Clearbridge International Growth Is Mutual Fund | — | — | — | $36K | 0.2% | |
| American Funds New World R6 Mutual Fund | — | — | — | $8K | <0.1% |
Related plans
Other plans using JPMORGAN INVEST HOLDINGS LLC
PHI GROUP, INC.
PHI GROUP, INC. 401(K) RETIREMENT PLAN
$426.9M · 2,040 participants
FIRSTSERVICE RESIDENTIAL, INC.
FIRSTSERVICE RESIDENTIAL 401(K) PLAN
$328.2M · 15,603 participants
UPBOUND GROUP, INC.
UPBOUND 401(K) RETIREMENT SAVINGS PLAN
$245.2M · 9,266 participants
BLACKHAWK NETWORK HOLDINGS, INC.
BLACKHAWK NETWORK 401(K) PLAN
$212.9M · 1,736 participants
FEDWAY ASSOCIATES, INC.
FEDWAY ASSOCIATES, INC. 401(K) EMPLOYEE SAVINGS PLAN
$188.5M · 797 participants
BGE, INC.
BGE, INC. 401(K) PLAN
$165.9M · 1,041 participants
Similar-size Manufacturing plans
AVASURE OPCO HOLDINGS, INC.
AVASURE 401(K) PLAN
$18.3M · 244 participants
RICHARD WOLF MEDICAL INSTRUMENTS
RICHARD WOLF MEDICAL INSTRUMENTS CORP. PROFIT SHARING PLAN AND TRUST
$18.2M · 194 participants
MEDI-DOSE, INC.
MEDI-DOSE, INC. PROFIT SHARING PLAN
$18.2M · 27 participants
LC SERVICES 1, LLC DBA OAKPOINT
OAKPOINT 401(K) PLAN
$18.6M · 642 participants
DORNIER MEDTECH AMERICA, INC.
DORNIER MEDTECH AMERICA, INC. 401(K) PLAN
$18.7M · 127 participants
PEDIGO PRODUCTS, INC
PEDIGO 401(K) SAVINGS PLAN
$18.8M · 156 participants
Large plans in Georgia
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS GROUP TRUST
$42.9B
DELTA AIR LINES, INC
THE DELTA AIR LINES, INC. DEFINED CONTRIBUTION PLA
$37.3B
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS RETIREMENT PLAN
$21.2B · 39,297 participants
DELTA AIR LINES, INC.
DELTA MASTER TRUST
$20.1B
INVESCO TRUST COMPANY
INVESCO SHORT-TERM BOND FUND
$19.7B
BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN
THE TEAMSTER - UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN
$19.3B · 451,512 participants