Retirement plan

RIKUTEC AMERICA, INC. RETIREMENT PLAN

Name: RIKUTEC AMERICA, INC. - RIKUTEC AMERICA, INC. RETIREMENT PLAN (2025) Form 5500
Creator: RIKUTEC AMERICA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RIKUTEC AMERICA, INC. RETIREMENT PLAN, RIKUTEC AMERICA, INC.

RIKUTEC AMERICA, INC.EIN 51-0481125Plan #001PY 2025

2510 B WEST WHITNER STREET - ANDERSON, SC 29624508-234-7300rikutec.comLinkedIn1-10 employeesplastics

Prospect flagsLow returnsLow fidelity bond

How to read this page

Total assets (EOY)

$642K

+22.2% from 2024

Total participants

+25.0% from 2024

Average account balance

$128,489

-2.3% from 2024

Annual return

4.84%

-2.56 pp from 2024

Benchmarks

See 5,715 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort5,715 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$642K

Not enough data

1 years with asset history on file

Average account balance

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

$128K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$91K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+4.84%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2G2J3D2F

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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$128,489

$132,099-2.7%

$115,599+11.2%

$138,895-7.5%

Participation rate

100.0%

77.9%+22.1pp

74.3%+25.7pp

79.9%+20.1pp

Annual return

4.84%

176.76%-171.9pp

111.10%-106.3pp

145.39%-140.6pp

Employer contribution / active EE

$18,588

$3,416+444.1%

$2,955+528.9%

$4,194+343.2%

Participant deferral / active EE

$4,175

$5,617-25.7%

$4,889-14.6%

$6,396-34.7%

Admin fee / account holder

$15,650-100.0%

$12,841-100.0%

$12,562-100.0%

RIKUTEC AMERICA, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

RIKUTEC AMERICA, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion