Retirement plan

WIKOFF COLOR CORPORATION 401(K) PROFIT SHARING PLAN

Name: WIKOFF COLOR CORPORATION - WIKOFF COLOR CORPORATION 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: WIKOFF COLOR CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WIKOFF COLOR CORPORATION 401(K) PROFIT SHARING PLAN, WIKOFF COLOR CORPORATION

WIKOFF COLOR CORPORATIONEIN 56-0633683Plan #001PY 2025

1886 MERRITT ROAD - FORT MILL, SC 29715803-548-2210wikoff.comLinkedIn501-1000 employeesprinting

Prospect flagsLow returnsCorrective distributions

How to read this page

Total assets (EOY)

$43M

-6.3% from 2024

Total participants

466

-6.6% from 2024

Average account balance

$95,596

+0.6% from 2024

Annual return

9.38%

-7.15 pp from 2024

Benchmarks

See 105 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort105 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$43.02M

Not enough data

1 years with asset history on file

Average account balance

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

$96K

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.

450

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.

95.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.76M

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

+9.38%

Not enough data

1 years with return on file

Admin fee / account holder

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

$276

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 4 by compensation

Provider	Service type	Compensation
PRINCIPAL LIFE INSURANCE COMPANY5 years Service code 13 · EIN 42-0127290	Contract Administrator	$79,595
ALLIANCE PENSION CONSULTANTS, LLC3 years Filed as: INDEPENDENT ADVISOR ALLIANCE Service code 27 · EIN 46-3825461	Advisory (Plan)	$14,969
CHARLOTTE DALE1 year Filed as: CHARLOTTE OFFICE Service code 13 · EIN 47-2508674	Contract Administrator	$14,800
WILSHIRE ASSOCIATES INCORPORATED3 years Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361	Advisory (Plan)	$0

Plan features & details

Pension benefit codes2E2F2G2J2S2T3D

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$124K

$342 / participant

Investment mgmt$28K22.5%
Contract admin$91K73.4%
Other / not subdivided$5K4.0%

% of EOY assets

0.288%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: FORVIS MAZARS, LLP
Auditor EIN: 440160260
Audit fees: $5,000
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$95,596

$110,675-13.6%

$115,599-17.3%

$71,012+34.6%

Participation rate

95.6%

77.3%+18.3pp

74.3%+21.3pp

58.6%+37.0pp

Annual return

9.38%

14.15%-4.8pp

111.10%-101.7pp

37.67%-28.3pp

Employer contribution / active EE

$995

$3,949-74.8%

$2,955-66.3%

$2,348-57.6%

Participant deferral / active EE

$3,865

$4,947-21.9%

$4,889-21.0%

$3,246+19.1%

Admin fee / account holder

$276

$775-64.4%

$12,841-97.9%

$1,167-76.4%

Provider

Service type

Compensation

PRINCIPAL LIFE INSURANCE COMPANY5 years

Service code 13 · EIN 42-0127290

Contract Administrator

$79,595

ALLIANCE PENSION CONSULTANTS, LLC3 years

Filed as: INDEPENDENT ADVISOR ALLIANCE

Service code 27 · EIN 46-3825461

Advisory (Plan)

$14,969

CHARLOTTE DALE1 year

Filed as: CHARLOTTE OFFICE

Service code 13 · EIN 47-2508674

Contract Administrator

$14,800

WILSHIRE ASSOCIATES INCORPORATED3 years

Filed as: WILSHIRE ADVISORS LLC

Service code 27 · EIN 95-2755361

Advisory (Plan)

WIKOFF COLOR CORPORATION 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WIKOFF COLOR CORPORATION 401(K) PROFIT SHARING 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