Tack — Form 5500 plan (Ikea North America Services, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Tack is a benefit plan reported by Ikea North America Services, LLC under EIN 23-3005722 and plan number 002. The latest loaded filing year is 2023. The filing reports 17,458 participants and $175,052,444 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ikea North America Services, LLC
- EIN
- 23-3005722
- Plan number
- 002
- Plan type
- 2
- Location
- Conshohocken, PA
- Latest filing year
- 2023
- Participants
- 17,458
- End-of-year plan assets
- $175,052,444
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 17,458 | H, C | 20250613145841NAL0051546882001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $175,052,444
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $175,052,444
- Net assets (BOY)
- $150,250,759
Income & contributions
- Employer contributions
- $4,239,297
- Participant contributions
- $0
- Total contributions
- $4,239,297
- Total income / additions
- $32,937,717
Expenses & distributions
- Benefits paid
- $7,475,505
- Administrative expenses
- $660,527
- Total expenses
- $8,136,032
- Net increase / (decrease)
- $24,801,685
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $618,827 | $0 | 2023 |
| Cbiz Cpas Pc | ACCOUNTANT/AUDITOR | $30,450 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners, LLC. | INVESTMENT ADVISOR | $11,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ikea North America Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Conshohocken, PA
- Fidelity Investments Institutional — Schedule C compensation
- Cbiz Cpas Pc — Schedule C compensation
- Capfinancial Partners, LLC. — Schedule C compensation