Retirement plan

SDPMNA SAVINGS AND RETIREMENT PLAN

Name: SUMITOMO SHI DEMAG PLASTICS MACHINERY N AMERICA INC. - SDPMNA SAVINGS AND RETIREMENT PLAN (2025) Form 5500
Creator: SUMITOMO SHI DEMAG PLASTICS MACHINERY N AMERICA INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SDPMNA SAVINGS AND RETIREMENT PLAN, SUMITOMO SHI DEMAG PLASTICS MACHINERY N AMERICA INC.

SUMITOMO SHI DEMAG PLASTICS MACHINERY N AMERICA INC.EIN 58-1396267Plan #001PY 2025

410 HORIZON DRIVE, SUITE 200 - SUWANEE, GA 30024440-876-8960

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$25.3M

+6.6% from 2024

Total participants

185

+6.3% from 2024

Average account balance

$148,104

+6.0% from 2024

Annual return

12.34%

-1.75 pp from 2024

Benchmarks

See 1,491 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort1,491 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$25.33M

Not enough data

1 years with asset history on file

Average account balance

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

$148K

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.

171

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.

87.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.11M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+12.34%

Not enough data

1 years with return on file

Admin fee / account holder

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

$56

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 1 by compensation

Provider	Service type	Compensation
GLOBAL RETIREMENT PARTNERS LLC4 years Service code 16 4340 REDWOOD HIGHWAY STE A23 · SAN RAFAEL, CA 94903	Consulting	$8,000

Plan features & details

Pension benefit codes2E2F2G2J2K3H

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$10K

$87 / participant

Other / not subdivided$10K100.0%

% of EOY assets

0.038%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: WINDHAM BRANNON LLC
Auditor EIN: 581763439
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$148,104

$85,515+73.2%

$112,040+32.2%

$67,986+117.8%

Participation rate

87.4%

68.2%+19.2pp

76.5%+10.9pp

57.2%+30.2pp

Annual return

12.34%

29.68%-17.3pp

24.52%-12.2pp

31.67%-19.3pp

Employer contribution / active EE

$2,456

$2,191+12.1%

$2,954-16.8%

$2,019+21.7%

Participant deferral / active EE

$7,517

$4,014+87.3%

$5,098+47.5%

$3,358+123.9%

Admin fee / account holder

$56

$3,774-98.5%

$12,098-99.5%

$3,203-98.2%

Provider

Service type

Compensation

GLOBAL RETIREMENT PARTNERS LLC4 years

Service code 16

4340 REDWOOD HIGHWAY STE A23 · SAN RAFAEL, CA 94903

Consulting

$8,000

SDPMNA SAVINGS AND RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SDPMNA SAVINGS AND RETIREMENT 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