How big is Sigma Bleyzer Investment Group's plan?

Sigma Bleyzer Investment Group's plan reported $782K in assets and 4 participants for 2025.

Original filing (PDF)20260416130240NAL0012396499001

Sigma Bleyzer Investment Group

Name: Sigma Bleyzer Investment Group — Sigma Bleyzer, Form 5500 (2025)
Creator: Sigma Bleyzer Investment Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sigma Bleyzer Investment Group 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Sigma Bleyzer Investment Group's Sigma Bleyzer Investment Group 401(k) Profit Sharing Plan & Trust held $782K in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$782K

Net assets (EOY)

$782K

People on this filing

RITA Steymatska signed Sigma Bleyzer Investment Group's 2025 Form 5500 as plan administrator.

RITA Steymatska — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Sigma Bleyzer Investment Group's EIN is 68-0526734.

EIN 68-0526734

Plan number 001

Plan year 2025

ACK ID 20260416130240NAL0012396499001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Sigma Bleyzer Investment Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Sigma Bleyzer Investment Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SIGMA BLEYZER INVESTMENT GROUP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

SIGMA BLEYZER INVESTMENT GROUP

EIN

all filings

Address

123 N POST OAK LN STE 410 · HOUSTON, TX · 770247786

Phone

(713) 621-3111

Industry

Finance & Insurance

Plan administrator