Retirement plan

SHIHUA USA, INC. RETIREMENT PLAN

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

SHIHUA USA, INC.EIN 84-2798093Plan #001PY 2025

3100 CORONADO DRIVE - SANTA CLARA, CA 95054669-677-1118LinkedIn201-500 employeeschemicals

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$293K

+47.7% from 2024

Total participants

0.0% from 2024

Average account balance

$48,895

+47.7% from 2024

Annual return

21.20%

+1.05 pp from 2024

Benchmarks

See 67,538 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort67,538 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$293K

Not enough data

1 years with asset history on file

Average account balance

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

$49K

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.

300.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$53K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$26K

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

+21.20%

Not enough data

1 years with return on file

Admin fee / account holder

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

$51

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$308

$154 / participant

Other / not subdivided$308100.0%

% of EOY assets

0.105%

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

$48,895

$162,136-69.8%

$152,301-67.9%

$154,746-68.4%

Participation rate

100.0%

84.1%+15.9pp

82.4%+17.6pp

80.7%+19.3pp

Annual return

21.20%

91.02%-69.8pp

80.50%-59.3pp

172.34%-151.1pp

Employer contribution / active EE

$10,270

$4,890+110.0%

$4,624+122.1%

$4,379+134.5%

Participant deferral / active EE

$16,047

$8,341+92.4%

$8,004+100.5%

$6,730+138.4%

Admin fee / account holder

$51

$15,759-99.7%

$14,398-99.6%

$14,365-99.6%

SHIHUA USA, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SHIHUA USA, INC. 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