Retirement plan

WYATT EARLY HARRIS WHEELER LLP 401(K) PROFIT SHARING PLAN AND TRUST

Name: WYATT EARLY HARRIS WHEELER LLP - WYATT EARLY HARRIS WHEELER LLP 401(K) PROFIT SHARING PLAN AND TRUST (2025) Form 5500
Creator: WYATT EARLY HARRIS WHEELER LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WYATT EARLY HARRIS WHEELER LLP 401(K) PROFIT SHARING PLAN AND TRUST, WYATT EARLY HARRIS WHEELER LLP

WYATT EARLY HARRIS WHEELER LLPEIN 56-0710169Plan #001PY 2025

1912 EASTCHESTER DRIVE SUITE 400 - HIGH POINT, NC 27265336-884-4444wehwlaw.comLinkedIn11-50 employeeslaw practice

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$5.4M

-37.1% from 2024

Total participants

+7.7% from 2024

Average account balance

$214,041

-34.6% from 2024

Annual return

6.02%

-6.88 pp from 2024

Benchmarks

See 115,703 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort115,703 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.35M

Not enough data

1 years with asset history on file

Average account balance

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

$214K

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.

131.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$263K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+6.02%

Not enough data

1 years with return on file

Admin fee / account holder

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

$158875

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 codes2E2F2G2J2R2T3B

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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$4.0M

$209046 / participant

Other / not subdivided$4M100.0%

% of EOY assets

74.227%

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

$214,041

$154,228+38.8%

$145,433+47.2%

$137,256+55.9%

Participation rate

84.2%

83.8%+0.4pp

82.1%+2.1pp

80.0%+4.3pp

Annual return

6.02%

74.59%-68.6pp

66.58%-60.6pp

220.34%-214.3pp

Employer contribution / active EE

$3,406

$4,804-29.1%

$4,554-25.2%

$4,156-18.0%

Participant deferral / active EE

$10,428

$8,216+26.9%

$7,897+32.0%

$6,407+62.8%

Admin fee / account holder

$158,875

$14,344+1007.6%

$13,129+1110.1%

$12,270+1194.8%

WYATT EARLY HARRIS WHEELER LLP 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WYATT EARLY HARRIS WHEELER LLP 401(K) PROFIT SHARING PLAN AND TRUST

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