Original filing (PDF)20251015153806NAL0006788704001

SUMIRIKO OHIO, INC.

Name: SUMIRIKO OHIO, INC. — SRK RETIREMENT SAVINGS & INVESTMENT PLAN, Form 5500 (2024)
Creator: SUMIRIKO OHIO, INC.

Form 5500

FILING_RECEIVED

SRK RETIREMENT SAVINGS & INVESTMENT PLAN

Defined-contribution retirement plan

Signals · 1

100% in single holding

Active participants

432

Accounts w/ balance

570

Plan assets (EOY)

$67.9M

Net assets (EOY)

$67.9M

How this plan invests

This plan

1 pooled trust

Schedule D

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

100

Knocking points off

Top holding "[DFE: SIA-E5 (NON-CLIENT SAGIC CORE BOND II) (extraction pending)]" is 100% of plan.
24 bps in Schedule C fees — 51% above peer band of 16 bps.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUMIRIKO OHIO, INC..

Plan sponsor

Name

SUMIRIKO OHIO, INC.

EIN

34-1576708

Address

320 SNIDER ROAD · BLUFFTON, OH · 45817

Phone

(419) 358-2121

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

DELOITTE & TOUCHE LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$62K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CBIZ INVESTMENT ADV SERVICES, LLC	81-3968784	—	INVESTMENT ADVISOR	$44K	—
CBIZ BENEFITS & INSURANCE SERVICES	31-1582098	—	INVESTMENT ADVISOR	$9K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
DELOITTE & TOUCHE LLP	13-3891517	—	ACCOUNTANT/AUDITOR	$49K	—

Investments

1 pooled fund· $11.2M(16% 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.