Retirement plan

SIA PARTNERS US, INC. 401K PLAN

Name: SIA PARTNERS US, INC. - SIA PARTNERS US, INC. 401K PLAN (2024) Form 5500
Creator: SIA PARTNERS US, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SIA PARTNERS US, INC. 401K PLAN, SIA PARTNERS US, INC.

SIA PARTNERS US, INC.EIN 74-3243189Plan #001PY 2024

48 WALL STREET, 9TH FLOOR - NEW YORK, NY 10005514-812-3568LinkedIn51-200 employeesmanagement consulting

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$55.7M

+69.9% from 2023

Total participants

802

+11.2% from 2023

Average account balance

$83,535

+37.3% from 2023

Annual return

65.47%

+43.74 pp from 2023

Benchmarks

See 3,298 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort3,298 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$55.72M

Not enough data

1 years with asset history on file

Average account balance

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

$84K

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.

667

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.

75.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$7.71M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+65.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$17

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 3 by compensation

Provider	Service type	Compensation
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745	Recordkeeping	$11,134
ADP BROKER-DEALER6 years Service code 49 · EIN 22-3319984	Other Services	$0
UBS FINANCIAL SERVICES INC6 years Filed as: UBS Service code 49 1 N WACKER DRIVE 26TH FLOOR · CHICAGO, IL 60606	Other Services	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$11K

$20 / participant

Recordkeeping$11K100.0%

% of EOY assets

0.020%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: SAX LLP
Auditor EIN: 812950760
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$83,535

$106,230-21.4%

$147,080-43.2%

$77,736+7.5%

Participation rate

75.3%

78.4%-3.1pp

82.2%-6.9pp

70.6%+4.7pp

Annual return

65.47%

56.91%+8.6pp

420.17%-354.7pp

31.26%+34.2pp

Employer contribution / active EE

$4,287

$4,072+5.3%

$4,933-13.1%

$2,728+57.2%

Participant deferral / active EE

$9,800

$8,001+22.5%

$8,066+21.5%

$4,651+110.7%

Admin fee / account holder

$17

$338-95.1%

$12,989-99.9%

$433-96.1%

Provider

Service type

Compensation

ADP BROKER-DEALER5 years

Filed as: ADP, INC.

Service code 15 · EIN 13-3036745

Recordkeeping

$11,134

ADP BROKER-DEALER6 years

Service code 49 · EIN 22-3319984

Other Services

UBS FINANCIAL SERVICES INC6 years

Filed as: UBS

Service code 49

1 N WACKER DRIVE 26TH FLOOR · CHICAGO, IL 60606

Other Services

SIA PARTNERS US, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SIA PARTNERS US, INC. 401K 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