Retirement plan

WOODARD, EMHARDT, HENRY, REEVES & WAGNER, LLP

Name: WOODARD, EMHARDT, HENRY, REEVES - WOODARD, EMHARDT, HENRY, REEVES & WAGNER, LLP (2025) Form 5500
Creator: WOODARD, EMHARDT, HENRY, REEVES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WOODARD, EMHARDT, HENRY, REEVES & WAGNER, LLP, WOODARD, EMHARDT, HENRY, REEVES

WOODARD, EMHARDT, HENRY, REEVESEIN 35-0900727Plan #001PY 2025

111 MONUMENT CIR STE 3700 - INDIANAPOLIS, IN 462045137317-634-3456uspatent.comLinkedIn51-200 employeeslaw practice

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$24.8M

+10.8% from 2024

Total participants

-6.3% from 2024

Average account balance

$359,877

+17.3% from 2024

Annual return

14.69%

+3.22 pp from 2024

Benchmarks

See 20,558 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort20,558 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$24.83M

Not enough data

1 years with asset history on file

Average account balance

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

$360K

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.

146.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$832K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+14.69%

Not enough data

1 years with return on file

Admin fee / account holder

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

$24741

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 codes2F2G2T3D2E2J2R3B

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$1.7M

$36322 / participant

Other / not subdivided$2M100.0%

% of EOY assets

6.875%

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

$359,877

$106,749+237.1%

$145,433+147.5%

$82,448+336.5%

Participation rate

89.4%

75.6%+13.7pp

82.1%+7.2pp

68.1%+21.3pp

Annual return

14.69%

27.59%-12.9pp

66.58%-51.9pp

41.64%-26.9pp

Employer contribution / active EE

$5,570

$3,444+61.7%

$4,554+22.3%

$2,551+118.3%

Participant deferral / active EE

$12,136

$6,519+86.2%

$7,897+53.7%

$4,139+193.2%

Admin fee / account holder

$24,741

$8,390+194.9%

$13,129+88.4%

$7,234+242.0%

WOODARD, EMHARDT, HENRY, REEVES & WAGNER, LLP

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WOODARD, EMHARDT, HENRY, REEVES & WAGNER, LLP

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