Retirement plan

SIKES TRANSPORT, INC. 401(K) PLAN

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

SIKES TRANSPORT, INC.EIN 46-3902629Plan #001PY 2025

PO BOX 1247 - VALDOSTA, GA 31603229-563-7901LinkedIn11-50 employeespackage/freight delivery

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.2M

+34.3% from 2024

Total participants

-3.1% from 2024

Average account balance

$38,385

+38.6% from 2024

Annual return

22.95%

+0.92 pp from 2024

Benchmarks

See 7,954 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort7,954 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.19M

Not enough data

1 years with asset history on file

Average account balance

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

$38K

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.

182.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$150K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+22.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1593

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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$49K

$2905 / participant

Other / not subdivided$49K100.0%

% of EOY assets

4.150%

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

$38,385

$87,166-56.0%

$76,735-50.0%

$137,256-72.0%

Participation rate

100.0%

74.4%+25.6pp

69.5%+30.5pp

80.0%+20.0pp

Annual return

22.95%

26.50%-3.5pp

29.77%-6.8pp

220.34%-197.4pp

Employer contribution / active EE

$2,378

$2,904-18.1%

$2,454-3.1%

$4,156-42.8%

Participant deferral / active EE

$6,431

$4,726+36.1%

$4,088+57.3%

$6,407+0.4%

Admin fee / account holder

$1,593

$8,403-81.0%

$7,189-77.8%

$12,270-87.0%

SIKES TRANSPORT, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SIKES TRANSPORT, INC. 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