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Original filing (PDF)20251014130847NAL0006088226001
SIGMA INTERNATIONAL GROUP
Form 5500
FILING_RECEIVED
SIGMA CORPORATION 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
367
Accounts w/ balance
294
Plan assets (EOY)
$30.2M
Net assets (EOY)
$30.2M
How this plan invests
This plan
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SIGMA INTERNATIONAL GROUP.
Plan sponsor
Name
SIGMA INTERNATIONAL GROUP
EIN
26-0686393
Address
700 GOLDMAN DRIVE · CREAM RIDGE, NJ · 08514
Phone
(609) 498-7223
Industry
Wholesale Tradesee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LILLING & COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL RPCP | 04-3046611 | — | NONE | $44K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $34K | — |
| REGION'S BANK | 13-6115217 | — | NONE | $17K | — |
Investments
38 direct securities· $30.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $5.0M | 16.6% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $4.9M | 16.1% | |
| Vanguard Inflation-Protected Sec Adm Vanguard 0 771 Vanguard Balanced Index Adm Vanguard 0 | — | — | — | $4.6M | 15.4% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $2.1M | 7.0% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $1.8M | 5.8% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $1.6M | 5.3% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $1.6M | 5.2% | |
| JPMorgan Large Cap Growth R6 JP Morgan 0 | — | — | — | $1.1M | 3.8% | |
| DFA U.S. Vector Equity Instl DFA 0 | — | — | — | $747K | 2.5% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $630K | 2.1% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $625K | 2.1% | |
| Baird Aggregate Bond Inst Baird 0 | — | — | — | $488K | 1.6% | |
| Carillon Eagle Mid Cap Growth R6 Carillon 0 | — | — | — | $481K | 1.6% | |
| Vanguard Equity Income Adm Vanguard 0 | — | — | — | $478K | 1.6% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $476K | 1.6% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $440K | 1.5% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $439K | 1.5% | |
| American Eupac R6 American Funds 0 | — | — | — | $425K | 1.4% | |
| Vanguard Value Index Adm Vanguard 0 777 Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $416K | 1.4% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $390K | 1.3% | |
| Vanguard Explorer Adm Vanguard 0 | — | — | — | $233K | 0.8% | |
| Schwab International Index Select Schwab 0 | — | — | — | $180K | 0.6% | |
| DFA U.S. Targeted Value Portfolio I DFA 0 | — | — | — | $164K | 0.5% | |
| BlackRock Emerging Markets K BlackRock 0 | — | — | — | $154K | 0.5% | |
| PGIM High Yield CL Z PGIM 0 | — | — | — | $154K | 0.5% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $145K | 0.5% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $110K | 0.4% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $90K | 0.3% | |
| Vanguard Short-Term Invest Grade Adm Vanguard 0 | — | — | — | $70K | 0.2% | |
| American Funds New Perspective R6 American Funds 0 | — | — | — | $66K | 0.2% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $40K | 0.1% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $36K | 0.1% | |
| Vanguard Information Tech Index Adm Vanguard 0 | — | — | — | $12K | <0.1% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $8K | <0.1% | |
| PIMCO Intl Bond (USDHedged) I PIMCO 0 | — | — | — | $7K | <0.1% | |
| BlackRock 20/80 Target Alloc K BlackRock 0 778 BlackRock 60/40 Target Alloc K BlackRock 0 782 DFA Real Estate Securities Portfolio I DFA 0 | — | — | — | $6K | <0.1% | |
| Vanguard Health Care Index Adm Vanguard 0 | — | — | — | $5K | <0.1% | |
| BlackRock 80/20 Target Alloc K BlackRock 0 | — | — | — | $2K | <0.1% |
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