Retirement plan

SIKA USA, INC. 401K PROFIT SHARING PLAN AND TRUST

Name: SIKA USA, INC. - SIKA USA, INC. 401K PROFIT SHARING PLAN AND TRUST (2020) 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 2020

13203 GLOBE DRIVE, STE 107 - MT. PLEASANT, WI 53177262-886-2695sika-usa.comLinkedIn1-10 employeeselectrical/electronic manufacturing

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$259K

+68.0% from 2019

Total participants

0.0% from 2019

Average account balance

$43,222

+68.0% from 2019

Annual return

26.24%

-1.36 pp from 2019

Benchmarks

See 1,133 peers

Peer group

Industry49 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort1,133 peers

Snapshot2020

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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$120

$20 / participant

Other / not subdivided$120100.0%

% of EOY assets

0.046%

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

$43,222

$129,239-66.6%

$93,419-53.7%

$158,966-72.8%

Participation rate

100.0%

70.9%+29.1pp

66.8%+33.2pp

82.0%+18.0pp

Annual return

26.24%

118.21%-92.0pp

78.05%-51.8pp

302.95%-276.7pp

Employer contribution / active EE

$3,847

$2,711+41.9%

$2,075+85.4%

$4,762-19.2%

Participant deferral / active EE

$6,894

$3,909+76.4%

$3,126+120.6%

$5,983+15.2%

Admin fee / account holder

$20

$7,383-99.7%

$5,230-99.6%

$11,250-99.8%

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