Retirement plan

SULAM CORP. 401(K) PLAN

Name: SULAM CORP. - SULAM CORP. 401(K) PLAN (2025) Form 5500
Creator: SULAM CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SULAM CORP. 401(K) PLAN, SULAM CORP.

SULAM CORP.EIN 20-5426002Plan #001PY 2025

17656 SOUTH JOHN DEERE RD - DUBUQUE, IA 52001563-583-0854

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$431K

+24.3% from 2024

Total participants

+28.6% from 2024

Average account balance

$71,841

+3.6% from 2024

Annual return

12.97%

+4.19 pp from 2024

Benchmarks

See 6,668 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort6,668 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$431K

Not enough data

1 years with asset history on file

Average account balance

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

$72K

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.

75.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$39K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+12.97%

Not enough data

1 years with return on file

Admin fee / account holder

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

$35

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 codes2E2J2F2G3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$208

$26 / participant

Other / not subdivided$208100.0%

% of EOY assets

0.048%

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

$71,841

$132,634-45.8%

$115,768-37.9%

$137,256-47.7%

Participation rate

62.5%

77.9%-15.4pp

74.4%-11.9pp

80.0%-17.5pp

Annual return

12.97%

160.70%-147.7pp

100.46%-87.5pp

220.34%-207.4pp

Employer contribution / active EE

$1,360

$3,360-59.5%

$2,940-53.7%

$4,156-67.3%

Participant deferral / active EE

$3,537

$5,619-37.0%

$4,917-28.1%

$6,407-44.8%

Admin fee / account holder

$35

$15,028-99.8%

$12,439-99.7%

$12,270-99.7%

SULAM CORP. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SULAM CORP. 401(K) PLAN

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