How big is Siskin Enterprises, Inc.'s plan?

Siskin Enterprises, Inc.'s plan reported $10.5M in assets and 155 participants for 2024.

Original filing (PDF)20250813095244NAL0008011987001

Siskin Enterprises, Inc.

Name: Siskin Enterprises, Inc. — Permaplate 401(k) and, Form 5500 (2024)
Creator: Siskin Enterprises, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Permaplate 401(k) and Profit Sharing Plan

401(k) retirement plan · Siskin Enterprises, Inc.'s Permaplate 401(k) and Profit Sharing Plan held $10.5M in plan assets for 155 participants in 2024, with Empower as recordkeeper.

Active participants

155

Accounts w/ balance

183

Plan assets (EOY)

$10.5M

Net assets (EOY)

$10.5M

People on this filing

Jennifer Fuller signed Siskin Enterprises, Inc.'s 2024 Form 5500 as plan administrator.

Jennifer Fuller — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Siskin Enterprises, Inc.'s EIN is 87-0345206.

EIN 87-0345206

Plan number 001

Plan year 2024

ACK ID 20250813095244NAL0008011987001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Siskin Enterprises, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Siskin Enterprises, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SISKIN ENTERPRISES, INC..

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How this plan invests

This plan

29 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

SISKIN ENTERPRISES, INC.

EIN

all filings

Address

PO BOX 58 · SALT LAKE CITY, UT · 84110

Phone

(801) 974-5557

Industry

Retail Trade

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

2025-08-13

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)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$10K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$3K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

29 direct securities· $10.4M(99% of reported assets)

Mutual Funds

$6.9M

22 holdings

Other securities

$1.9M

5 holdings

Common Collective Trusts

$1.3M

1 holding

Participant loans

$230K

1 holding

					% of plan
FIDELITY FREEDOM INDEX 2040 PREMIER Mutual Funds 0	Mutual Funds	—	—	$1.9M	17.8%
VICTORY NASDAQ-100 INDEX R6 Mutual Funds 0	Other securities	—	—	$1.3M	12.4%
FIDELITY 500 INDEX Mutual Funds 0	Common Collective Trusts	—	—	$1.3M	12.2%
FIDELITY FREEDOM INDEX 2035 PREMIER Mutual Funds 0	Mutual Funds	—	—	$1.0M	9.8%
FIDELITY FREEDOM INDEX 2050 PREMIER Mutual Funds 0	Mutual Funds	—	—	$724K	6.9%
FIDELITY FREEDOM INDEX 2060 PREMIER Mutual Funds 0	Mutual Funds	—	—	$363K	3.5%
JANUS HENDERSON TRITON N Mutual Funds 0	Mutual Funds	—	—	$355K	3.4%
AMERICAN FUNDS NEW WORLD R6 Mutual Funds 0	Mutual Funds	—	—	$350K	3.3%
EI FIXED ACCOUNT - SERIES CLASS Fixed Annuities 0	Other securities	—	—	$338K	3.2%
FIDELITY FREEDOM INDEX 2045 PREMIER Mutual Funds 0	Mutual Funds	—	—	$296K	2.8%
FIDELITY FREEDOM INDEX 2030 PREMIER Mutual Funds 0	Mutual Funds	—	—	$272K	2.6%
FIDELITY FREEDOM INDEX 2055 PREMIER Mutual Funds 0	Mutual Funds	—	—	$257K	2.5%
FIDELITY FREEDOM INDEX INCOME PREMIER Mutual Funds 0 109 FIDELITY INTERNATIONAL INDEX Mutual Funds 0	Mutual Funds	—	—	$256K	2.4%
FIDELITY MID CAP INDEX Mutual Funds 0	Mutual Funds	—	—	$245K	2.3%
PARTICIPANT LOANS Loan 0	Participant loans	—	—	$230K	2.2%
JPMORGAN U.S. VALUE R6 Mutual Funds 0	Other securities	—	—	$219K	2.1%
FIDELITY SMALL CAP INDEX Mutual Funds 0	Mutual Funds	—	—	$158K	1.5%
AMERICAN FUNDS AMERICAN BALANCED R6 Mutual Funds 0	Mutual Funds	—	—	$156K	1.5%
DFA REAL ESTATE SECURITIES I Mutual Funds 0	Mutual Funds	—	—	$132K	1.3%
AMERICAN FUNDS BOND FUND OF AMER R6 Mutual Funds 0	Mutual Funds	—	—	$111K	1.1%
FIDELITY FREEDOM INDEX 2065 PREMIER Mutual Funds 0	Mutual Funds	—	—	$109K	1.0%
FIDELITY FREEDOM INDEX 2025 PREMIER Mutual Funds 0	Mutual Funds	—	—	$108K	1.0%
PGIM HIGH-YIELD R6 Mutual Funds 0	Other securities	—	—	$86K	0.8%
FIDELITY ADVISOR INTERNATIONAL GROWTH Z Mutual Funds 0	Mutual Funds	—	—	$46K	0.4%
FIDELITY FREEDOM INDEX 2015 PREMIER Mutual Funds 0	Mutual Funds	—	—	$43K	0.4%
FIDELITY SMALL CAP VALUE INDEX Mutual Funds 0	Mutual Funds	—	—	$23K	0.2%
FIDELITY MID CAP VALUE INDEX Mutual Funds 0	Mutual Funds	—	—	$19K	0.2%
INVESCO DISCOVERY MID CAP GROWTH R6 Mutual Funds 0	Mutual Funds	—	—	$6K	<0.1%
FORFEITURES 0	Other securities	—	—	$2K	<0.1%