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Sponsor portfolio

BETA GAMMA SIGMA INC

EIN 43-1322067-Educational Services-Latest filing 2024
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
40
2029 WOODLAND PARKWAY, SUITE 130 - ST. LOUIS, MO 63146314-432-5650
Plans on this EIN
2 filings
#001403b-$1.5M - 25 part#002403b-$38K - 15 part

Retirement portfolio analytics

2 plans aggregated / $1.6M assets / 40 participants

Assets by plan

Share of aggregate retirement assets

98%top
  • SIGMA RETIREMENT PLAN (#001)98%
  • GAMMA SIGMA TDA (#002)2%
Total $1.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SIGMA RETIREMENT PLAN (#001)25
  • GAMMA SIGMA TDA (#002)15
Total 40Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BETA GAMMA SIGMA RETIREMENT PLAN

403b

Assets$1.5M
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BETA GAMMA SIGMA TDA

403b

Assets$38K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BETA GAMMA SIGMA RETIREMENT PLAN403b$1.5M252024
002BETA GAMMA SIGMA TDA403b$38K152024
Retirement plans
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