Retirement plan

IWI, INC. 401K PLAN

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

IWI, INC.EIN 34-1113351Plan #001PY 2025

1399 ROCKEFELLER ROAD - WICKLIFFE, OH 44092440-585-5900iwiinc.comLinkedIn11-50 employeesfacilities services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.6M

+19.5% from 2024

Total participants

-1.8% from 2024

Average account balance

$119,149

+17.0% from 2024

Annual return

16.58%

-2.64 pp from 2024

Benchmarks

See 3,626 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort3,626 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.60M

Not enough data

1 years with asset history on file

Average account balance

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

$119K

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.

123.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$229K

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

+16.58%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2163

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 codes2E2F2G2J3D

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.
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

$102K

$2676 / participant

Other / not subdivided$102K100.0%

% of EOY assets

1.816%

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

$119,149

$100,194+18.9%

$122,979-3.1%

$86,983+37.0%

Participation rate

78.9%

73.0%+6.0pp

77.2%+1.8pp

69.5%+9.4pp

Annual return

16.58%

16.47%+0.1pp

20.12%-3.5pp

25.83%-9.2pp

Employer contribution / active EE

$1,834

$2,326-21.2%

$3,062-40.1%

$2,584-29.0%

Participant deferral / active EE

$4,182

$4,133+1.2%

$5,003-16.4%

$4,194-0.3%

Admin fee / account holder

$2,163

$10,148-78.7%

$12,864-83.2%

$7,856-72.5%

IWI, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

IWI, INC. 401K 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