Back to filter
Original filing (PDF)20251010145748NAL0013368432001
SICK, INC.
Form 5500
FILING_RECEIVED
SICK USA RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
852
Accounts w/ balance
1,049
Plan assets (EOY)
$228.4M
Net assets (EOY)
$228.4M
How this plan invests
This plan
14 pooled trusts
Schedule D
14 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 SICK, INC..
Plan sponsor
Name
SICK, INC.
EIN
41-0970193
Address
6900 WEST 110TH STREET · MINNEAPOLIS, MN · 55438
Phone
(952) 941-6780
Industry
Wholesale Tradesee 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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WIPFLI LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $62K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | ADVISOR | $79K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WIPFLI | 39-0758449 | — | ACCOUNTANT/AUDITOR | $21K | — |
Investments
11 direct securities · 14 pooled funds· $249.4M(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.
Common Collective Trust
$141.3M
14 holdings
Uncategorized
$108.2M
11 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2030 TRUST | — | — | — | $19.2M | 8.4% | |
| GG TRP RET 2030 I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289834 / PN 001 | Common Collective Trust | — | — | $19.2M | 8.4% | |
| [DFE: GREAT GRAY TRUST T. ROWE PRICE RETIREMENT DATE 2040 TRUST (extraction pending)] | — | — | — | $17.3M | 7.6% | |
| GG TRP RET 2040 I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289836 / PN 001 | Common Collective Trust | — | — | $17.3M | 7.6% | |
| LARGE CAP GRTH II I1 GREAT GRAY TRUST COMPANY · EIN 82-4435820 / PN 375 | Common Collective Trust | — | — | $17.2M | 7.5% | |
| [DFE: GREAT GRAY TRUST T. ROWE PRICE RETIREMENT DATE 2045 TRUST (extraction pending)] | — | — | — | $15.1M | 6.6% | |
| GG TRP RET 2045 I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289837 / PN 001 | Common Collective Trust | — | — | $15.1M | 6.6% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST | — | — | — | $13.4M | 5.9% | |
| GG TRP RET 2025 I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289833 / PN 001 | Common Collective Trust | — | — | $13.4M | 5.9% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST | — | — | — | $13.2M | 5.8% | |
| GG TRP RET 2050 I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289838 / PN 001 | Common Collective Trust | — | — | $13.2M | 5.8% | |
| [DFE: GREAT GRAY TRUST T. ROWE PRICE RETIREMENT DATE 2035 TRUST (extraction pending)] | — | — | — | $13.1M | 5.7% | |
| GG TRP RET 2035 I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289835 / PN 001 | Common Collective Trust | — | — | $13.1M | 5.7% | |
| LARGE CP VALUE I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $9.8M | 4.3% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST | — | — | — | $8.3M | 3.6% | |
| GG TRP RET 2055 I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289839 / PN 001 | Common Collective Trust | — | — | $8.3M | 3.6% | |
| STABLE VALUE FUND I1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $6.0M | 2.6% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST | — | — | — | $5.0M | 2.2% | |
| GG TRP RET 2060 I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289840 / PN 001 | Common Collective Trust | — | — | $5.0M | 2.2% | |
| [DFE: GREAT GRAY TRUST T. ROWE PRICE RETIREMENT DATE 2020 TRUST (extraction pending)] | — | — | — | $2.7M | 1.2% | |
| GG TRP RET 2020 I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289832 / PN 001 | Common Collective Trust | — | — | $2.7M | 1.2% | |
| [DFE: GREAT GRAY TRUST T. ROWE PRICE RETIREMENT DATE 2015 TRUST (extraction pending)] | — | — | — | $634K | 0.3% | |
| GG TRP RET 2015 I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289831 / PN 001 | Common Collective Trust | — | — | $634K | 0.3% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST | — | — | $157K | $412K | 0.2% | |
| GG TRP RET 2065 I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289841 / PN 001 | Common Collective Trust | — | — | $412K | 0.2% |
Related plans
Other plans using NFP RETIREMENT INC
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
BOARD OF DIRECTORS PRODUCER-WRITERS GUILD OF AMERICA PENSION PLAN
PRODUCER-WRITERS GUILD OF AMERICA PENSION PLAN
$4.7B · 8,873 participants
SEAGATE U.S. LLC
SEAGATE 401(K) PLAN
$2.3B · 3,104 participants
WOOD GROUP U.S. HOLDINGS, INC.
WOOD 401(K) PLAN
$2.1B · 6,541 participants
ATRIUS MSO, LLC
ATRIUS 401K RETIREMENT SAVINGS PLAN
$1.6B · 5,536 participants
SEALED AIR CORPORATION
SEALED AIR CORPORATION 401(K) AND PROFIT SHARING PLAN
$1.5B · 6,878 participants
Similar-size Wholesale Trade plans
THE KENDALL GROUP, INC.
THE KENDALL GROUP, INC. PROFIT SHARING PLAN
$230.1M · 1,749 participants
TOSHIBA INTERNATIONAL CORPORATION
TOSHIBA INTERNATIONAL CORPORATION RETIREMENT SAVINGS PLAN
$218.4M · 1,301 participants
INLINE ELECTRIC SUPPLY CO., INC.
INLINE ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN
$242.7M · 324 participants
IEWC CORP.
IEWC CORP. EMPLOYEE STOCK OWNERSHIP PLAN
$246.5M · 322 participants
PANASONIC CORPORATION OF NORTH AMERICA
PANASONIC PENSION PLAN
$246.7M · 160 participants
BORDER STATES INDUSTRIES, INC.
BORDER STATES ELECTRIC SUPPLY 401(K) PLAN
$254.0M · 3,385 participants
Large plans in Minnesota
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
UNITED HEALTHCARE SERVICES INC.
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST
$31.0B
MINNESOTA LIFE INSURANCE COMPANY
MASTER SEPARATE ACCOUNT
$29.2B
UNITEDHEALTH GROUP INCORPORATED
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN
$26.6B · 199,134 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) PLAN
$14.4B · 427,999 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) MASTER TRUST
$14.2B