Retirement plan

WESLEY & ASSOCIATES RETIREMENT PLAN

Name: WESLEY & ASSOCIATES - WESLEY & ASSOCIATES RETIREMENT PLAN (2025) Form 5500
Creator: WESLEY & ASSOCIATES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WESLEY & ASSOCIATES RETIREMENT PLAN, WESLEY & ASSOCIATES

WESLEY & ASSOCIATESEIN 20-0693763Plan #001PY 2025

3700 CRESTWOOD PKWY, SUITE 380 - DULUTH, GA 30096770-451-1850wesleycpa.comLinkedIn1-10 employeesaccounting

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$341K

+72.0% from 2024

Total participants

+20.0% from 2024

Average account balance

$68,125

+72.0% from 2024

Annual return

15.59%

+5.38 pp from 2024

Benchmarks

See 97,882 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort97,882 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$341K

Not enough data

1 years with asset history on file

Average account balance

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

$68K

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

$112K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$22K

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

+15.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

$18

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 codes2G2J3D

Plan features

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$90

$18 / participant

Other / not subdivided$90100.0%

% of EOY assets

0.026%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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

$68,125

$156,398-56.4%

$147,318-53.8%

$138,895-51.0%

Participation rate

80.0%

83.8%-3.8pp

82.1%-2.1pp

79.9%+0.1pp

Annual return

15.59%

78.75%-63.2pp

70.43%-54.8pp

145.39%-129.8pp

Employer contribution / active EE

$9,775

$4,853+101.4%

$4,593+112.8%

$4,194+133.1%

Participant deferral / active EE

$12,560

$8,237+52.5%

$7,906+58.9%

$6,396+96.4%

Admin fee / account holder

$18

$14,976-99.9%

$13,708-99.9%

$12,562-99.9%

WESLEY & ASSOCIATES RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WESLEY & ASSOCIATES RETIREMENT 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