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Original filing (PDF)20251001101310NAL0014067648002
IKEA PURCHASING SERVICES (US), INC.
Form 5500
FILING_RECEIVED
INTER IKEA RETIREMENT AND SAVINGS PLAN
401(k) retirement plan
Active participants
215
Accounts w/ balance
306
Plan assets (EOY)
$41.7M
Net assets (EOY)
$41.7M
How this plan invests
This plan
1 pooled trust
Schedule D
30 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
Helping the score
- Below-peer total fees (10 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IKEA PURCHASING SERVICES (US), INC..
Plan sponsor
Name
IKEA PURCHASING SERVICES (US), INC.
EIN
23-2486935
Address
2200 RENAISSANCE BOULEVARD · SUITE 400 · KING OF PRUSSIA, PA · 194062680
Phone
(484) 803-9015
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-10-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $44K | — |
Investments
29 direct securities · 1 pooled fund· $41.7M(100% 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.
Uncategorized
$41.1M
28 holdings
Mutual Funds
$334K
1 holding
Common Collective Trust
$196K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments 500 Index N/R | — | — | — | $7.0M | 16.8% | |
| Fidelity Investments Contrafund K6 N/R | — | — | — | $4.6M | 11.0% | |
| T. Rowe Price Trp Retire 2040 K N/R | — | — | — | $4.0M | 9.5% | |
| T. Rowe Price Trp Retire 2055 K N/R | — | — | — | $2.9M | 7.0% | |
| T. Rowe Price Trp Retire 2035 K N/R | — | — | — | $2.7M | 6.4% | |
| T. Rowe Price Trp Retire 2045 K N/R | — | — | — | $2.6M | 6.3% | |
| T. Rowe Price Trp Retire 2030 K N/R | — | — | — | $2.6M | 6.2% | |
| J.P. Morgan Lg Cp Grth R6 N/R | — | — | — | $2.4M | 5.8% | |
| T. Rowe Price Trp Retire 2050 K N/R | — | — | — | $1.9M | 4.5% | |
| T. Rowe Price Institutional Mid Cap Equity Growth N/R | — | — | — | $1.4M | 3.2% | |
| T. Rowe Price Trp Retire 2060 K N/R | — | — | — | $1.2M | 3.0% | |
| Vanguard Equity Inc Adm N/R | — | — | — | $1.2M | 2.9% | |
| T. Rowe Price Trp Retire 2020 K N/R | — | — | — | $1.2M | 2.8% | |
| Great Gray Europac Growth CT N/R | — | — | — | $806K | 1.9% | |
| Participant Loans Interest rates: 4.25% - 9.50% $0 | — | — | — | $694K | 1.7% | |
| Fidelity Investments Ext Mkt Idx N/R | — | — | — | $575K | 1.4% | |
| PGIM Total Rtn Bd R6 N/R | — | — | — | $492K | 1.2% | |
| MFS Mid Cap Value CT N/R | — | — | — | $455K | 1.1% | |
| T. Rowe Price Trp Retire 2025 K N/R | — | — | — | $452K | 1.1% | |
| T. Rowe Price Trp Retire 2015 K N/R | — | — | — | $432K | 1.0% | |
| ABF Sm Cal Val Inv N/R | Mutual Funds | — | — | $334K | 0.8% | |
| Vanguard Tot Bd Mkt Adm N/R | — | — | — | $316K | 0.8% | |
| Vanguard Tot Instl Stk Ad N/R | — | — | — | $266K | 0.6% | |
| Loomis Sm Cp Grth Is N/R | — | — | — | $257K | 0.6% | |
| Fidelity Investments Self-directed brokerage accounts N/R | — | — | — | $244K | 0.6% | |
| Money Market Fund * Fidelity Investments Fid Govt Mmkt K6 N/R | — | — | — | $206K | 0.5% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $196K | 0.5% | |
| T. Rowe Price Trp Retire 2065 K N/R | — | — | — | $155K | 0.4% | |
| T. Rowe Price Trp Retire 2005 K N/R | — | — | — | $138K | 0.3% | |
| T. Rowe Price Trp Retire 2010 K N/R | — | — | — | $6K | <0.1% |
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