Retirement plan

LWH 401(K) & PROFIT SHARING PLAN

Name: LWH ENTERPRISES, INC. DBA AIM - TARGETED INTELLIGENCE - LWH 401(K) & PROFIT SHARING PLAN (2024) Form 5500
Creator: LWH ENTERPRISES, INC. DBA AIM - TARGETED INTELLIGENCE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LWH 401(K) & PROFIT SHARING PLAN, LWH ENTERPRISES, INC. DBA AIM - TARGETED INTELLIGENCE

LWH ENTERPRISES, INC. DBA AIM - TARGETED INTELLIGENCEEIN 20-2907703Plan #001PY 2024

801 JOE MANN BLVD., SUITE P-14 - MIDLAND, MI 48642989-835-5811

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$873K

+6.9% from 2023

Total participants

+7.1% from 2023

Average account balance

$62,386

+6.9% from 2023

Annual return

16.98%

+16.98 pp from 2023

Benchmarks

See 143,921 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort143,921 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$611K

Not enough data

1 years with asset history on file

Average account balance

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

$47K

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.

108.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$89K

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

+10.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

$34077

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 codes2E2J2F2G2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$198K

$14132 / participant

Other / not subdivided$198K100.0%

% of EOY assets

22.652%

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

$62,386

$159,978-61.0%

$147,041-57.6%

$145,978-57.3%

Participation rate

92.9%

84.0%+8.9pp

82.2%+10.7pp

80.3%+12.6pp

Annual return

16.98%

98.36%-81.4pp

419.21%-402.2pp

550.52%-533.5pp

Employer contribution / active EE

$1,640

$5,288-69.0%

$4,935-66.8%

$4,662-64.8%

Participant deferral / active EE

$6,092

$8,429-27.7%

$8,071-24.5%

$6,690-8.9%

Admin fee / account holder

$14,132

$15,053-6.1%

$13,006+8.7%

$13,400+5.5%

LWH 401(K) & PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LWH 401(K) & PROFIT SHARING 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