Retirement plan

WOLTZ & WIND FORD, INC. & WASHINGTON FORD, INC. RETIREMENT SAVINGS PLAN

Name: WOLTZ & WIND FORD, INC. - WOLTZ & WIND FORD, INC. & WASHINGTON FORD, INC. RETIREMENT SAVINGS PLAN (2024) Form 5500
Creator: WOLTZ & WIND FORD, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WOLTZ & WIND FORD, INC. & WASHINGTON FORD, INC. RETIREMENT SAVINGS PLAN, WOLTZ & WIND FORD, INC.

WOLTZ & WIND FORD, INC.EIN 25-1353793Plan #002PY 2024

2100 WASHINGTON PIKE - HEIDELBERG, PA 15106412-279-4551woltzwindford.comLinkedIn201-500 employeesretail

Other plans on this EIN

1 filing

#001Retirement-$11.5M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$13M

+14.0% from 2023

Total participants

180

-7.2% from 2023

Average account balance

$72,929

+23.6% from 2023

Annual return

15.53%

+0.55 pp from 2023

Benchmarks

See 2,319 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants100-249

Cohort2,319 peers

Snapshot2024

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Analytics

Total assets (EOY)

Plan-year ending balance

$12.98M

Not enough data

1 years with asset history on file

Average account balance

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

$73K

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.

178

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.

98.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$810K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+15.53%

Not enough data

1 years with return on file

Admin fee / account holder

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

$219

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

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Service providers

Top 6 by compensation

Provider	Service type	Compensation
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070	Contract Administrator	$15,392
MERRILL LYNCH PIERCE FENNER & SMITH1 year Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085	Advisory (Participants)	$14,807
FIDELITY INVESTMENTS INSTITUTIONAL1 year Service code 64 · EIN 04-2647786	Recordkeeping Fees	$5,319
DUNBAR, BENDER & ZAPF, INC.10+ years Filed as: DUNBAR, BENDER & ZAPF Service code 15 · EIN 25-1650062	Recordkeeping	$2,940
STADION MONEY MANAGEMENT10+ years Service code 26 · EIN 58-2099805	Advisory (Participants)	$391
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524	Advisory (Plan)	$102

Plan features & details

Pension benefit codes2E2G2J3H2A2T3D2F

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$39K

$274 / participant

Recordkeeping$39K100.0%

% of EOY assets

0.300%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: R.D. HOAG & ASSOCIATES. LLC
Auditor EIN: 823685723
Audit fees: $0
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$72,929

$59,417+22.7%

$93,606-22.1%

$74,495-2.1%

Participation rate

98.6%

59.7%+38.9pp

68.7%+29.9pp

67.2%+31.4pp

Annual return

15.53%

81.83%-66.3pp

133.20%-117.7pp

1364.94%-1349.4pp

Employer contribution / active EE

$1,339

$1,264+6.0%

$2,420-44.7%

$2,623-48.9%

Participant deferral / active EE

$4,363

$3,050+43.0%

$4,411-1.1%

$4,346+0.4%

Admin fee / account holder

$219

$3,021-92.8%

$8,285-97.4%

$1,942-88.7%

Provider

Service type

Compensation

LINCOLN NATIONAL CORPORATION10+ years

Service code 13 · EIN 35-1140070

Contract Administrator

$15,392

MERRILL LYNCH PIERCE FENNER & SMITH1 year

Filed as: MERRILL LYNCH

Service code 26 · EIN 13-5674085

Advisory (Participants)

$14,807

FIDELITY INVESTMENTS INSTITUTIONAL1 year

Service code 64 · EIN 04-2647786

Recordkeeping Fees

$5,319

DUNBAR, BENDER & ZAPF, INC.10+ years

Filed as: DUNBAR, BENDER & ZAPF

Service code 15 · EIN 25-1650062

Recordkeeping

$2,940

STADION MONEY MANAGEMENT10+ years

Service code 26 · EIN 58-2099805

Advisory (Participants)

$391

STRATEGIC ADVISORS, INC.1 year

Service code 27 · EIN 04-2654524

Advisory (Plan)

$102

WOLTZ & WIND FORD, INC. & WASHINGTON FORD, INC. RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WOLTZ & WIND FORD, INC. & WASHINGTON FORD, INC. RETIREMENT SAVINGS 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