Retirement plan

WATER LANDSCAPE SUPPLY, INC. 401(K) PROFIT SHARING PLAN

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

WATER LANDSCAPE SUPPLY, INC.EIN 26-1712925Plan #001PY 2025

2507 E 21ST ST - DES MOINES, IA 503173557515-266-8181waterlandscapesupply.comLinkedIn11-50 employeeswholesale

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.1M

+18.5% from 2024

Total participants

0.0% from 2024

Average account balance

$212,748

+18.5% from 2024

Annual return

13.36%

-1.97 pp from 2024

Benchmarks

See 13,952 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort13,952 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.06M

Not enough data

1 years with asset history on file

Average account balance

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

$213K

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.

83.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$54K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+13.36%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3843

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 codes2E2F2G2J2T3D

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.
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

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

$19K

$3202 / participant

Other / not subdivided$19K100.0%

% of EOY assets

1.806%

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

$212,748

$99,053+114.8%

$88,179+141.3%

$138,895+53.2%

Participation rate

83.3%

74.2%+9.1pp

69.1%+14.2pp

79.9%+3.4pp

Annual return

13.36%

78.17%-64.8pp

64.97%-51.6pp

145.39%-132.0pp

Employer contribution / active EE

$1,636

$2,882-43.2%

$2,549-35.8%

$4,194-61.0%

Participant deferral / active EE

$7,398

$5,225+41.6%

$4,614+60.3%

$6,396+15.7%

Admin fee / account holder

$3,843

$8,748-56.1%

$7,673-49.9%

$12,562-69.4%

WATER LANDSCAPE SUPPLY, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WATER LANDSCAPE SUPPLY, 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