Retirement plan

WALTHER ELECTRIC, INC.401(K) PROFIT SHARING PLAN

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

WALTHER ELECTRIC, INC.EIN 22-3166720Plan #001PY 2025

12 WORLDS FAIR DRIVE, SUITE F - SOMERSET, NJ 08873732-537-9201

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$2.7M

+31.3% from 2024

Total participants

+32.1% from 2024

Average account balance

$102,436

+6.0% from 2024

Annual return

18.89%

+6.62 pp from 2024

Benchmarks

See 11,214 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort11,214 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.66M

Not enough data

1 years with asset history on file

Average account balance

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

$102K

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.

74.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$251K

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

+18.89%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20

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 codes2E2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$520

$15 / participant

Other / not subdivided$520100.0%

% of EOY assets

0.020%

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

$102,436

$89,259+14.8%

$107,187-4.4%

$82,637+24.0%

Participation rate

68.6%

67.9%+0.6pp

75.0%-6.4pp

68.1%+0.5pp

Annual return

18.89%

21.02%-2.1pp

204.55%-185.7pp

53.51%-34.6pp

Employer contribution / active EE

$2,518

$3,080-18.3%

$3,782-33.4%

$2,552-1.4%

Participant deferral / active EE

$4,658

$4,037+15.4%

$5,096-8.6%

$4,126+12.9%

Admin fee / account holder

$20

$7,381-99.7%

$9,162-99.8%

$7,339-99.7%

WALTHER ELECTRIC, INC.401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WALTHER ELECTRIC, INC.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