Retirement plan

MODERN WHOLESALE SUPPLY CO. RETIREMENT PLAN

Name: MODERN WHOLESALE SUPPLY CO. - MODERN WHOLESALE SUPPLY CO. RETIREMENT PLAN (2025) Form 5500
Creator: MODERN WHOLESALE SUPPLY CO.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MODERN WHOLESALE SUPPLY CO. RETIREMENT PLAN, MODERN WHOLESALE SUPPLY CO.

MODERN WHOLESALE SUPPLY CO.EIN 37-0757718Plan #002PY 2025

7103 MARINE ROAD - EDWARDSVILLE, IL 62025618-656-2197modwholesale.comLinkedIn11-50 employees

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$1.9M

+22.5% from 2024

Total participants

+13.3% from 2024

Average account balance

$154,281

+22.5% from 2024

Annual return

16.04%

+4.59 pp from 2024

Benchmarks

See 18,217 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort18,217 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.85M

Not enough data

1 years with asset history on file

Average account balance

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

$154K

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.

75.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$98K

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

+16.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

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

$154,281

$178,174-13.4%

$156,181-1.2%

$137,256+12.4%

Participation rate

68.8%

82.0%-13.3pp

78.8%-10.1pp

80.0%-11.2pp

Annual return

16.04%

84.19%-68.2pp

64.87%-48.8pp

220.34%-204.3pp

Employer contribution / active EE

$4,972-100.0%

$4,294-100.0%

$4,156-100.0%

Participant deferral / active EE

$6,120

$6,888-11.1%

$6,132-0.2%

$6,407-4.5%

Admin fee / account holder

$17,404-100.0%

$14,586-100.0%

$12,270-100.0%

MODERN WHOLESALE SUPPLY CO. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

MODERN WHOLESALE SUPPLY CO. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion