Back to filter
Original filing (PDF)20250718131952NAL0001858609001
SIDOCK GROUP, INC.
Form 5500
FILING_RECEIVED
SIDOCK GROUP INC. 401(K)
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
133
Accounts w/ balance
123
Plan assets (EOY)
$15.1M
Net assets (EOY)
$15.1M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SIDOCK GROUP, INC..
Plan sponsor
Name
SIDOCK GROUP, INC.
EIN
38-3521484
Address
45650 GRAND RIVER AVE · NOVI, MI · 48374
Phone
(248) 349-4500
Industry
Engineering 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
2025-07-18
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH RETIREMENT & BENEFIT | 13-5674085 | — | NONE | $29K | — |
| ASCENSUS LLC | 11-3665754 | — | NONE | $14K | — |
Investments
25 direct securities· $15.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth R6 JPMorgan 0 | — | — | — | $3.4M | 22.7% | |
| JPMorgan U.S. Equity R6 JPMorgan 0 | — | — | — | $1.7M | 10.9% | |
| MFS Value R6 MFS 0 | — | — | — | $1.5M | 10.2% | |
| GM Thornburg International Equity R6 Thornburg 0 | — | — | — | $971K | 6.4% | |
| Invesco Intl Small-Mid Company A Invesco 0 | — | — | — | $787K | 5.2% | |
| BlackRock Liquidity FedFund Premier BlackRock 0 | — | — | — | $773K | 5.1% | |
| Fidelity Advisor Total Bond Z Fidelity 0 | — | — | — | $761K | 5.0% | |
| (CL) PGIM Jennison Mid-Cap Growth CL Z PGIM 0 | — | — | — | $592K | 3.9% | |
| GM Fidelity Advisor Total Bond Z Fidelity 0 | — | — | — | $572K | 3.8% | |
| Goldman Sachs Mid Cap Value R6 Goldman Sachs 0 | — | — | — | $498K | 3.3% | |
| GM MFS Value R6 MFS 0 | — | — | — | $494K | 3.3% | |
| BlackRock Global Allocation K BlackRock 0 | — | — | — | $483K | 3.2% | |
| Thornburg International Equity R6 Thornburg 0 | — | — | — | $473K | 3.1% | |
| GM JPMorgan Large Cap Growth R6 JPMorgan 0 | — | — | — | $442K | 2.9% | |
| Principal Real Estate Securities Instl Principal 0 | — | — | — | $385K | 2.5% | |
| (CL)Victory Sycamore Established Val R6 Victory 0 | — | — | — | $310K | 2.0% | |
| GM (CL)Victory Sycamore Establish Val R6 Victory 0 | — | — | — | $263K | 1.7% | |
| GM PGIM Jennison Mid-Cap Growth CL Z PGIM 0 | — | — | — | $197K | 1.3% | |
| GM Allspring Special Small Cap Value Adm Allspring 0 | — | — | — | $140K | 0.9% | |
| Virtus KAR Small-Cap Growth I Virtus 0 | — | — | — | $93K | 0.6% | |
| GM Virtus KAR Small-Cap Growth I Virtus 0 | — | — | — | $89K | 0.6% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $70K | 0.5% | |
| JPMorgan Emerging Markets Equity R6 JPMorgan 0 | — | — | — | $51K | 0.3% | |
| Allspring Special Small Cap Value Adm Allspring 0 | — | — | — | $37K | 0.2% | |
| GM BlackRock Liquidity FedFund Premier BlackRock 0 | — | — | — | $19K | 0.1% |
Related plans
Other plans using MERRILL LYNCH RETIREMENT & BENEFIT
BAYVIEW ASSET MANAGEMENT LLC
BAYVIEW ASSET MANAGEMENT LLC 401(K) PLAN
$230.0M · 1,638 participants
THE KNAPHEIDE MANUFACTURING COMPANY
THE KNAPHEIDE MANUFACTURING COMPANY 401(K) CASH DEFERRED PLAN
$175.4M · 1,688 participants
R.F. MACDONALD COMPANY
R.F. MACDONALD COMPANY 401(K) RETIREMENT SAVINGS PLAN
$49.2M · 271 participants
LINDBLAD EXPEDITIONS, INC.
LINDBLAD EXPEDITIONS, INC 401(K) PLAN
$48.7M · 691 participants
GARDEN STATE UROLOGY, LLC
GARDEN STATE UROLOGY, LLC PROFIT SHARING PLAN
$43.3M · 105 participants
AMERICAN LEARNING SYSTEMS, INC.
AMERICAN LEARNING SYSTEMS SAVINGS PLAN
$42.8M · 851 participants
Similar-size Engineering Services plans
BHATE ENVIRONMENTAL ASSOCIATES, INC.
BHATE ENVIRONMENTAL ASSOCIATES EMPLOYEES 401(K) SAFE HARBOR PLAN
$15.1M · 119 participants
T2S LLC
T2S LLC 401(K) PROFIT SHARING PLAN & TRUST
$15.2M · 237 participants
BASIC SYSTEMS INC
BASIC SYSTEMS INC 401(K) PROFIT SHARING PLAN & TRUST
$15.1M · 67 participants
PRECIS ENGINEERING, INC.
PRECIS ENGINEERING, INC. 401(K) PLAN
$15.1M · 139 participants
EXMAR OFFSHORE COMPANY
EXMAR OFFSHORE COMPANY 401(K) PLAN
$15.2M · 94 participants
BRIDGES CONSULTING, INC.
BRIDGES CONSULTING, INC. 401(K) PLAN
$15.2M · 46 participants
Large plans in Michigan
GENERAL MOTORS LLC
GENERAL MOTORS HOURLY-RATE EMPLOYEES PENSION PLAN
$44.8B · 15,648 participants
GENERAL MOTORS LLC
GENERAL MOTORS SAVINGS PLAN MASTER TRUST
$32.4B
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
FORD MOTOR COMPANY
FORD MOTOR COMPANY MASTER TRUST FUND
$29.5B
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
GENERAL MOTORS LLC
GENERAL MOTORS RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES IN THE UNITED STATES
$23.1B · 41,023 participants