Retirement plan

DAVID WENDELL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST

Name: DAVID WENDELL ASSOCIATES, INC. - DAVID WENDELL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST (2025) Form 5500
Creator: DAVID WENDELL ASSOCIATES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DAVID WENDELL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST, DAVID WENDELL ASSOCIATES, INC.

DAVID WENDELL ASSOCIATES, INC.EIN 01-0379030Plan #002PY 2025

1 NEW HAMPSHIRE AVE STE 300 - PORTSMOUTH, NH 038012904603-427-0200davidwendell.comLinkedIn1-10 employeesfinancial services

Prospect flagsLow returnsHigh assets / participant

How to read this page

Total assets (EOY)

$3.3M

+12.4% from 2024

Total participants

+14.3% from 2024

Average account balance

$411,342

-1.6% from 2024

Annual return

5.67%

+30.73 pp from 2024

Benchmarks

See 17,871 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort17,871 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$3.29M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$411K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$198K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$25K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+5.67%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J2R2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$411,342

$223,823+83.8%

$211,142+94.8%

$154,746+165.8%

Participation rate

100.0%

87.9%+12.1pp

87.3%+12.7pp

80.7%+19.3pp

Annual return

5.67%

50.39%-44.7pp

46.84%-41.2pp

172.34%-166.7pp

Employer contribution / active EE

$7,199

$6,787+6.1%

$6,442+11.8%

$4,379+64.4%

Participant deferral / active EE

$17,600

$9,750+80.5%

$9,284+89.6%

$6,730+161.5%

Admin fee / account holder

$19,707-100.0%

$19,076-100.0%

$14,365-100.0%

DAVID WENDELL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

DAVID WENDELL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion