Retirement plan

WILLWOODS COMMUNITY EMPLOYEE PROFIT-SHARING AND 401(K) PLAN AND TRUST

Name: WILLWOODS COMMUNITY - WILLWOODS COMMUNITY EMPLOYEE PROFIT-SHARING AND 401(K) PLAN AND TRUST (2025) Form 5500
Creator: WILLWOODS COMMUNITY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WILLWOODS COMMUNITY EMPLOYEE PROFIT-SHARING AND 401(K) PLAN AND TRUST, WILLWOODS COMMUNITY

WILLWOODS COMMUNITYEIN 72-0883574Plan #001PY 2025

3228 6TH STREET - METAIRIE, LA 70002504-830-3708willwoods.orgLinkedIn51-200 employees

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$4.3M

+13.9% from 2024

Total participants

-6.3% from 2024

Average account balance

$98,816

+24.3% from 2024

Annual return

11.92%

+1.78 pp from 2024

Benchmarks

See 4,530 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort4,530 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.35M

Not enough data

1 years with asset history on file

Average account balance

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

$99K

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.

151.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$132K

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

+11.92%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1287

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 codes2E2J2F2G3D3H2T

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

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

$57K

$1953 / participant

Other / not subdivided$57K100.0%

% of EOY assets

1.303%

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

$98,816

$61,125+61.7%

$94,057+5.1%

$87,485+13.0%

Participation rate

96.6%

64.1%+32.5pp

73.3%+23.2pp

68.9%+27.6pp

Annual return

11.92%

35.20%-23.3pp

480.62%-468.7pp

26.06%-14.1pp

Employer contribution / active EE

$2,091

$2,136-2.1%

$2,933-28.7%

$2,596-19.5%

Participant deferral / active EE

$2,459

$3,260-24.6%

$4,709-47.8%

$4,274-42.5%

Admin fee / account holder

$1,287

$5,629-77.1%

$7,244-82.2%

$7,775-83.4%

WILLWOODS COMMUNITY EMPLOYEE PROFIT-SHARING AND 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WILLWOODS COMMUNITY EMPLOYEE PROFIT-SHARING AND 401(K) 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