Retirement plan

SIKA USA INC 401K PROFIT SHARING PLAN AND TRUST

Name: SIKA USA, INC. - SIKA USA INC 401K PROFIT SHARING PLAN AND TRUST (2018) Form 5500
Creator: SIKA USA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SIKA USA INC 401K PROFIT SHARING PLAN AND TRUST, SIKA USA, INC.

SIKA USA, INC.EIN 20-1141353Plan #001PY 2018

1500 S SYLVANIA AVENUE STE 111 - STURTEVANT, WI 53177262-886-2695sika-usa.comLinkedIn1-10 employeeselectrical/electronic manufacturing

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$58K

No prior year

Total participants

No prior year

Average account balance

$9,690

No prior year

Annual return

0.00%

-3.01 pp from 2017

Benchmarks

See 1,045 peers

Peer group

Industry49 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort1,045 peers

Snapshot2018

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$333K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$26K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

162.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$114K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.54%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$30477

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.

Opportunity flags

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$60

$10 / participant

Other / not subdivided$60100.0%

% of EOY assets

0.103%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$9,690

$101,283-90.4%

$75,826-87.2%

$135,380-92.8%

Participation rate

100.0%

72.7%+27.3pp

68.2%+31.8pp

82.6%+17.4pp

Annual return

0.00%

3384.62%-3384.6pp

1914.15%-1914.2pp

519.81%-519.8pp

Employer contribution / active EE

$4,785

$2,382+100.9%

$1,913+150.1%

$4,779+0.1%

Participant deferral / active EE

$5,375

$3,469+54.9%

$2,862+87.8%

$5,609-4.2%

Admin fee / account holder

$10

$6,539-99.8%

$4,726-99.8%

$10,828-99.9%

SIKA USA INC 401K PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SIKA USA INC 401K PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion