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Original filing (PDF)20250916050931NAL0001687201001
WIKA HOLDING LP
Form 5500
FILING_RECEIVED
WIKA RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
867
Accounts w/ balance
1,267
Plan assets (EOY)
$102.1M
Net assets (EOY)
$102.1M
How this plan invests
This plan
1 pooled trust
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WIKA HOLDING LP.
Plan sponsor
Name
WIKA HOLDING LP
EIN
11-2617645
Address
1000 WIEGAND BOULEVARD · LAWRENCEVILLE, GA · 30043
Phone
(770) 338-5182
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-16
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SMITH AND HOWARD PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $112K | — |
Investments
21 direct securities · 1 pooled fund· $100.2M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Registered Investment Companies
$89.2M
21 holdings
Common Collective Trust
$11.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN INSTITUTIONAL IDX - INST | Registered Investment Companies | — | — | $17.1M | 16.8% | |
| GS SV COL TR INSTL SER 1 GOLDMAN SACHS TRUST COMPANY · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $11.0M | 10.7% | |
| VAN MID-CAP INDEX - INST | Registered Investment Companies | — | — | $7.3M | 7.1% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $6.2M | 6.1% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $6.2M | 6.1% | |
| JPM CORE BOND R6 | Registered Investment Companies | — | — | $6.1M | 6.0% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $6.0M | 5.9% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $5.5M | 5.4% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $5.4M | 5.3% | |
| DFA INTL CORE EQUITY 2 INST | Registered Investment Companies | — | — | $5.3M | 5.2% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $4.6M | 4.5% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $3.3M | 3.2% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $3.2M | 3.1% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $3.1M | 3.0% | |
| DFA REAL ESTATE SEC PORT INST | Registered Investment Companies | — | — | $2.9M | 2.8% | |
| AMC EMERGING MKTS - R6 | Registered Investment Companies | — | — | $1.7M | 1.6% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $1.2M | 1.1% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $1.1M | 1.1% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $1.1M | 1.0% | |
| VANGUARD SHORT TERM INV GR ADM | Registered Investment Companies | — | — | $992K | 1.0% | |
| PIMCO INTL BOND USD HDGD I | Registered Investment Companies | — | — | $806K | 0.8% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $214K | 0.2% |