Retirement plan

WALTER SCOTT WINES 401(K) RETIREMENT PLAN

Name: WALTER SCOTT WINES - WALTER SCOTT WINES 401(K) RETIREMENT PLAN (2025) Form 5500
Creator: WALTER SCOTT WINES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WALTER SCOTT WINES 401(K) RETIREMENT PLAN, WALTER SCOTT WINES

WALTER SCOTT WINESEIN 26-3591537Plan #001PY 2025

6130 BETHEL HEIGHTS ROAD NW - SALEM, OR 97304971-209-7786walterscottwine.comLinkedIn1-10 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$640K

+50.6% from 2024

Total participants

0.0% from 2024

Average account balance

$128,006

+50.6% from 2024

Annual return

11.06%

-3.62 pp from 2024

Benchmarks

See 1,719 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort1,719 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$640K

Not enough data

1 years with asset history on file

Average account balance

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

$128K

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

$179K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$36K

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

+11.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2150

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 codes2E2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

$11K

$2150 / participant

Other / not subdivided$11K100.0%

% of EOY assets

1.680%

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

$128,006

$99,380+28.8%

$90,312+41.7%

$155,188-17.5%

Participation rate

100.0%

77.3%+22.7pp

72.9%+27.1pp

80.8%+19.2pp

Annual return

11.06%

19.35%-8.3pp

18.90%-7.8pp

148.84%-137.8pp

Employer contribution / active EE

$23,230

$2,390+872.1%

$2,243+935.9%

$4,248+446.9%

Participant deferral / active EE

$12,538

$4,212+197.7%

$3,749+234.4%

$6,531+92.0%

Admin fee / account holder

$2,150

$9,766-78.0%

$8,248-73.9%

$14,480-85.1%

WALTER SCOTT WINES 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WALTER SCOTT WINES 401(K) 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