401k Record

Providers › Sikich CPA LLC

Sikich CPA LLC

Plans listing this provider

38

0.07% of the 56,420 plans with Schedule H financials; 10 in 2023

Assets of those plans

$3,814,147,156

0.05% of all Schedule H plan assets

Plans where it is the recordkeeper

2

service code 65 (recordkeeping) or 64 (recordkeeping and information management)

Direct compensation reported, all plans

$570,057

100% of its Schedule C lines carry a positive direct amount

Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.

Services reported

Service codeMeaningPlans
10Accounting (including auditing)34
50Direct payment from the plan17
99Other fees5
15Recordkeeping and information management2
16Consulting (general)2
17Consulting (pension)2
64Recordkeeping fees2
70Consulting fees2

Largest plans served

PlanEmployerAssetsParticipantsDirect compensation
MW&E Savings and Retirement PlanMcDermott Will & Emery $1,387,214,0163,125$9,302
Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) PlanBoard of Trustees $476,805,9252,411$38,540
United Scenic Artists Local 829 Retirement 401(k) PlanUnited Scenic Artists Local 829 $217,508,7032,297$61,300
Wisconsin Pipe Trades 401(k) PlanWisconsin Pipe Trades 401(k) Plan $202,389,3683,409$14,690
Screen (USA) Retirement PlanScreen North America Holdings $139,214,649549$10,070
The Roetzel & Andress 401(k) PlanRoetzel & Andress L.P.A. $138,938,853481$13,000
Shearer's Foods, LLC Retirement Savings PlanShearer's Foods $134,085,3144,637$10,500
Chicago Cubs Associates Retirement PlanChicago Baseball Holdings $117,586,641875$15,600
Aludyne Inc. 401(k) PlanAludyne $99,435,1602,706$14,300
Origami Risk 401(k) Savings & Investment PlanOrigami Risk $75,410,947994$12,500
Insightsoftware 401(k) PlanInsightsoftware $67,109,2351,017$15,500
Plumbers 75 401k Profit Sharing PlanBoard of Trustees of the Plumbers 75 401k Plan $66,203,963965$14,690
Wisconsin Sheet Metal Workers 401(k) Profit Sharing PlanBoard of Trustees of the Wisconsin Sheet $61,374,3751,202$14,585
Coilplus, Inc. Retirement Plan and TrustCoilplus $60,611,654760$19,750
The Pampered Chef 401(k) PlanPampered Chef $60,007,212475$15,900
GF Machining Solutions Retirement Savings PlanGF Machining Solutions $59,995,085289$14,600
The Cypress Companies, Inc. Retirement and Profit Sharing PlanCypress Companies $52,299,414634$12,500
Partssource 401(k) PlanPartssource $39,031,745672$10,000
Howard, Wershbale & Co. Profit Sharing & 401(k) Plan and TrustHoward Wershbale $35,487,799185$14,200
Glenroy, Inc. 401(k) Retirement PlanGlenroy $32,735,256274$11,200
Affinitiv 401(k) PlanAffinitiv $31,134,576457$17,250
Hilite 401(k) Retirement & Savings PlanHilite International $30,079,414622$11,250
Wisconsin Masons 401(k) Plan and TrustBoard of Trustees of the Wisconsin Masons 401(k) Plan and Trust $27,261,708865$13,156
Super Excavator, Inc. 401(k) PlanSuper Excavator $26,826,100204$7,600
JPW Industries Employees Retirement PlanJPW Industries $24,782,952344$14,774

Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.