Retirement plan

WILCOX INDUSTRIES CORP. 401(K) PLAN

Name: WILCOX INDUSTRIES CORP. - WILCOX INDUSTRIES CORP. 401(K) PLAN (2024) Form 5500
Creator: WILCOX INDUSTRIES CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WILCOX INDUSTRIES CORP. 401(K) PLAN, WILCOX INDUSTRIES CORP.

WILCOX INDUSTRIES CORP.EIN 04-2832735Plan #001PY 2024

25 PISCATAQUA DRIVE - NEWINGTON, NH 03801603-431-1331wilcoxind.comLinkedIn201-500 employeesdefense & space

Prospect flagsRecently reached 100 employees

How to read this page

Total assets (EOY)

$18.3M

+17.6% from 2023

Total participants

428

+64.0% from 2023

Average account balance

$56,167

No prior year

Annual return

15.30%

-6.75 pp from 2023

Benchmarks

See 2,380 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort2,380 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$18.31M

Not enough data

1 years with asset history on file

Average account balance

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

$56K

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.

326

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.

72.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.53M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+15.30%

Not enough data

1 years with return on file

Admin fee / account holder

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

$176

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
WILMINGTON TRUST1 year Filed as: WILMINGTON TRUST NATIONAL ASSOC Service code 27 · EIN 16-1486454	Advisory (Plan)	$32,293
FIDELITY INVESTMENTS INSTITUTIONAL1 year Service code 37 · EIN 04-2647786	Loan Processing	$24,990

Plan features & details

Pension benefit codes2E2F2G2T3D2J2K

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

1 tripped

InformationalRecently reached 100 employees
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.

Expense breakdown

Schedule H Part II

Admin total

$57K

$153 / participant

Recordkeeping$25K43.6%
Investment mgmt$32K56.4%

% of EOY assets

0.313%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BDMP ASSURANCE LLP
Auditor EIN: 994708358
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$56,167

$89,093-37.0%

$102,434-45.2%

$77,736-27.7%

Participation rate

72.8%

80.9%-8.1pp

76.5%-3.7pp

70.6%+2.2pp

Annual return

15.30%

25.03%-9.7pp

29.46%-14.2pp

31.26%-16.0pp

Employer contribution / active EE

$2,323

$2,699-13.9%

$3,023-23.2%

$2,728-14.8%

Participant deferral / active EE

$4,432

$5,147-13.9%

$5,055-12.3%

$4,651-4.7%

Admin fee / account holder

$176

$236-25.5%

$9,462-98.1%

$433-59.4%

Provider

Service type

Compensation

WILMINGTON TRUST1 year

Filed as: WILMINGTON TRUST NATIONAL ASSOC

Service code 27 · EIN 16-1486454

Advisory (Plan)

$32,293

FIDELITY INVESTMENTS INSTITUTIONAL1 year

Service code 37 · EIN 04-2647786

Loan Processing

$24,990

WILCOX INDUSTRIES CORP. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WILCOX INDUSTRIES CORP. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion