Retirement plan

D&W WINDOWS & ENCLOSURES, INC. 401(K) PROFIT SHARING PLAN

Name: D&W WINDOWS & ENCLOSURES, INC. - D&W WINDOWS & ENCLOSURES, INC. 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: D&W WINDOWS & ENCLOSURES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, D&W WINDOWS & ENCLOSURES, INC. 401(K) PROFIT SHARING PLAN, D&W WINDOWS & ENCLOSURES, INC.

D&W WINDOWS & ENCLOSURES, INC.EIN 38-2899994Plan #001PY 2024

8068 E COURT ST - DAVISON, MI 48423810-658-8777dwwindows.comLinkedIn11-50 employeesconsumer goods

Other plans on this EIN

1 filing

#002Retirement-$1.4M assets

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$7.1M

+19.0% from 2023

Total participants

123

-0.8% from 2023

Average account balance

$57,472

+19.9% from 2023

Annual return

11.19%

-3.78 pp from 2023

Benchmarks

See 3,444 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants100-249

Cohort3,444 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.07M

Not enough data

1 years with asset history on file

Average account balance

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

$57K

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.

123

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

$615K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+11.19%

Not enough data

1 years with return on file

Admin fee / account holder

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

$29

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

1 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 codes2E2F2G2J2T3D3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$4K

$29 / participant

Contract admin$4K100.0%

% of EOY assets

0.050%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: DOEREN MAYHEW ASSUANCE
Auditor EIN: 382492570
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$57,472

$80,781-28.9%

$102,437-43.9%

$74,478-22.8%

Participation rate

100.0%

65.7%+34.3pp

74.5%+25.5pp

67.2%+32.8pp

Annual return

11.19%

27.58%-16.4pp

24.95%-13.8pp

1370.56%-1359.4pp

Employer contribution / active EE

$1,808

$3,160-42.8%

$3,871-53.3%

$2,626-31.1%

Participant deferral / active EE

$3,194

$3,862-17.3%

$5,060-36.9%

$4,350-26.6%

Admin fee / account holder

$29

$2,372-98.8%

$8,388-99.7%

$1,946-98.5%

D&W WINDOWS & ENCLOSURES, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

D&W WINDOWS & ENCLOSURES, 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