Retirement plan

WINDOW AND DOOR CONCEPTS, INC. 401(K) RETIREMENT PLAN

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

WINDOW AND DOOR CONCEPTS, INC.EIN 57-1009861Plan #001PY 2025

341 W. PHILLIPS ROAD - GREER, SC 29650864-630-3544

Other plans on this EIN

1 filing

#002Retirement-$791K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.2M

+38.5% from 2024

Total participants

-14.3% from 2024

Average account balance

$192,693

+61.6% from 2024

Annual return

15.35%

+3.02 pp from 2024

Benchmarks

See 17,167 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort17,167 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.16M

Not enough data

1 years with asset history on file

Average account balance

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

$193K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$195K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$32K

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

+15.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

$166

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 codes2E2G2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$997

$166 / participant

Other / not subdivided$997100.0%

% of EOY assets

0.086%

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

$192,693

$112,729+70.9%

$98,716+95.2%

$137,256+40.4%

Participation rate

100.0%

74.2%+25.8pp

69.3%+30.7pp

80.0%+20.0pp

Annual return

15.35%

38.48%-23.1pp

31.81%-16.5pp

220.34%-205.0pp

Employer contribution / active EE

$19,571

$2,725+618.1%

$2,279+758.9%

$4,156+370.9%

Participant deferral / active EE

$12,865

$4,640+177.3%

$4,048+217.8%

$6,407+100.8%

Admin fee / account holder

$166

$10,129-98.4%

$8,703-98.1%

$12,270-98.6%

WINDOW AND DOOR CONCEPTS, INC. 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WINDOW AND DOOR CONCEPTS, INC. 401(K) RETIREMENT 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