Plan Ledger DOL Form 5500 · updated monthly

3V Sigma USA Inc.401(k)

3V SIGMA USA INC. PROFIT SHARING / 401K PLAN · GEORGETOWN, SC · plan year 2024

Reported admin expense ratio · 2024
0.37%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

3V Sigma USA Inc. reported $60,449 in plan administrative expenses for 2024: 0.37% of average plan assets, above the peer median. Employer contributions averaged $1,604 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.44% to 0.37%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 295th-largest of 807 plans among South Carolina employers on file, and the 6,434th of 13,661 in manufacturing. In 2024, employees put in $2.92 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,608,605
Participants with balances181
Active participants162
Employer contributions$259,928
Employee contributions$759,024
Employer contribution per active participant$1,604
Average account balance$97,285
Benefits paid to participants$1,264,524
Plan auditUnmodified (clean) audit opinion
AuditorBAUKNIGHT PIETRAS & STORMER, P.A.
Plan history3
Yearassets · accounts · employer contribution
2024$17.6M · 181 accts · $260K emplr
2023$15.5M · 190 accts · $250K emplr
2022$13.1M · 199 accts · $254K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,929
Investment management$29,520
Total administrative$60,449
The 3V Sigma USA Inc. 401(k) match · 2024
Employer contribution per active participant$1,604
Median for plans this size$2,416
2024$1,604 per active participant
2023$1,536 per active participant
2022$1,454 per active participant

3V Sigma USA Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
CPI QUALIFIED PLAN CONSULTANTS, INC · Recordkeeping · Pension consulting$30,929
KESTRA INVESTMENT SERVICES, LLC. · Investment advisory (plan)$24,792

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024CPI QUALIFIED PLAN CONSULTANTS, INC
2023CPI QUALIFIED PLAN CONSULTANTS, INC

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$60,449 · 0.37%
2023$63,268 · 0.44%
2022$63,140 · 0.44%
Same employer
Similar plansManufacturing · South Carolina
McCall Farms, Inc. SC$20.1M · 0.67%
Creform Corporation SC$19.8M · 0.22%
Southland Container Corp. SC$18.6M · 0.35%
Marcone Group SC$17.5M · 0.52%
Inman Mills SC$16.5M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 510228853 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.