Employers › Sigmatron International
Recordkeeping fees per participant · Sigmatron International, Inc 401(k) Retirement Savings Plan · plan year 2024
$4.76
Higher than 4% of the 14,075 plans $10 to 50M that report it.
= $1,775 / 373
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251218083748NAL0005237281001, received 2025-12-18
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251218083748NAL0005237281001, received 2025-12-18
Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-05-01 to 2025-04-30, filing received 2025-12-18.
Administrative expenses excluding investment management, per participant
$55.08
Higher than 27% of the 24,371 plans $10 to 50M that report it.
= $20,544 / 373
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251218083748NAL0005237281001, received 2025-12-18
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251218083748NAL0005237281001, received 2025-12-18
Administrative expenses per participant
$55.08
Higher than 17% of the 25,098 plans $10 to 50M that report it.
= $20,544 / 373
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251218083748NAL0005237281001, received 2025-12-18
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251218083748NAL0005237281001, received 2025-12-18
Administrative expenses as a share of assets
0.071%
Higher than 17% of the 25,132 plans $10 to 50M that report it.
= $20,544 / $28,841,230
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251218083748NAL0005237281001, received 2025-12-18
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251218083748NAL0005237281001, received 2025-12-18
Employer contributions per participant
$513
Higher than 7% of the 24,050 plans $10 to 50M that report it.
= $191,471 / 373
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251218083748NAL0005237281001, received 2025-12-18
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251218083748NAL0005237281001, received 2025-12-18
Employer share of total contributions
10.2%
Higher than 6% of the 24,084 plans $10 to 50M that report it.
= $191,471 / $1,874,753
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251218083748NAL0005237281001, received 2025-12-18
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251218083748NAL0005237281001, received 2025-12-18
Employer match
“The Company matches 25.0% of the first 5.0% of a non-union participant’s compensation contributed to the plan up to $2,000 per non-union participant annually.”
Form 10-K filed 2025-08-27, for the year ended 2025-04-30 · benefits note, 10-K benefits note · source document
Terms quoted from the filing for the year ended 2025-04-30. Figures cover plan year 2024. The plan document governs.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2R participant brokerage window · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251218083748NAL0005237281001, received 2025-12-18
| Field | Value | Source |
|---|---|---|
| Plan sponsor | SIGMATRON INTERNATIONAL, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251218083748NAL0005237281001, received 2025-12-18 |
| Plan name | SIGMATRON INTERNATIONAL, INC 401(K) RETIREMENT SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251218083748NAL0005237281001, received 2025-12-18 |
| Sponsor EIN / plan number | 36-3918470 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251218083748NAL0005237281001, received 2025-12-18 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251218083748NAL0005237281001, received 2025-12-18 |
| Sponsor location | ELK GROVE VILLAGE, IL | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251218083748NAL0005237281001, received 2025-12-18 |
| Industry (business code) | 334410, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251218083748NAL0005237281001, received 2025-12-18 |
| Plan year | 2024-05-01 to 2025-04-30 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251218083748NAL0005237281001, received 2025-12-18 |
| Filing received | 2025-12-18 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251218083748NAL0005237281001, received 2025-12-18 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251218083748NAL0005237281001, received 2025-12-18 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251218083748NAL0005237281001, received 2025-12-18 |
| Participants, beginning of year | 582 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251218083748NAL0005237281001, received 2025-12-18 |
| Active participants | 381 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251218083748NAL0005237281001, received 2025-12-18 |
| Participants, end of year | 496 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251218083748NAL0005237281001, received 2025-12-18 |
| Participants with an account balance | 373 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251218083748NAL0005237281001, received 2025-12-18 |
| Total assets, beginning of year | $28,095,735 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251218083748NAL0005237281001, received 2025-12-18 |
| Total assets, end of year | $28,841,230 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251218083748NAL0005237281001, received 2025-12-18 |
| Net assets, end of year | $28,841,230 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251218083748NAL0005237281001, received 2025-12-18 |
| Total income | $4,082,803 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251218083748NAL0005237281001, received 2025-12-18 |
| Net income | $745,495 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251218083748NAL0005237281001, received 2025-12-18 |
| Employer contributions | $191,471 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251218083748NAL0005237281001, received 2025-12-18 |
| Participant contributions | $1,682,958 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251218083748NAL0005237281001, received 2025-12-18 |
| Other contributions (incl. rollovers) | $324 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251218083748NAL0005237281001, received 2025-12-18 |
| Total contributions | $1,874,753 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251218083748NAL0005237281001, received 2025-12-18 |
| Benefit payments | $3,316,764 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251218083748NAL0005237281001, received 2025-12-18 |
| Total expenses (incl. benefit payments) | $3,337,308 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251218083748NAL0005237281001, received 2025-12-18 |
| Total administrative expenses | $20,544 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251218083748NAL0005237281001, received 2025-12-18 |
| Recordkeeping fees | $1,775 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251218083748NAL0005237281001, received 2025-12-18 |
| IQPA audit fees | $18,769 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251218083748NAL0005237281001, received 2025-12-18 |
| Administrative expenses excluding investment management | $20,544 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251218083748NAL0005237281001, received 2025-12-18 |
| Held in common/collective trusts | $1,490,129 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251218083748NAL0005237281001, received 2025-12-18 |
| Held in mutual funds | $22,894,008 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251218083748NAL0005237281001, received 2025-12-18 |
| Independent auditor | FORVIS MAZARS LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251218083748NAL0005237281001, received 2025-12-18 |
Position = column in the DOL layout for form year 2024. Filing 20251218083748NAL0005237281001, received 2025-12-18.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | ACCOUNTANT | 10 Accounting (including auditing) | $18,769 | no |
| MERRILL LYNCH, PIERCE, FENNER AND Srecordkeeper | RECORDKEEPER | 15 Recordkeeping and information management; 52 Investment management fees paid indirectly by plan; 59 Shareholder servicing fees; 60 Sub-transfer agency fees; 62 Float revenue; 63 Distribution (12b-1) fees; 71 Securities brokerage commissions and fees; 72 Other investment fees and expenses | $3,295 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251218083748NAL0005237281001, received 2025-12-18.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $28,095,735 | $28,841,230 | 2.7% |
| Participants with a balance | 426 | 373 | -12.4% |
| Administrative expenses | $20,398 | $20,544 | 0.7% |
| Recordkeeping fees per participant | $47.88 | $4.76 | -90.1% |
| Employer contributions | $219,411 | $191,471 | -12.7% |
Prior filing 20250206140224NAL0005690467001, received 2025-02-06; the plan years are contiguous.
Sponsor name as filed: SIGMATRON INTERNATIONAL, INC.; SEC registrant: SIGMATRON INTERNATIONAL INC (CIK 915358, matched by EIN; display name from the Form 10-K cover).