Retirement plan

AUSTIN WOOD WORKS, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN & TRUST

Name: AUSTIN WOOD WORKS, INC - AUSTIN WOOD WORKS, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN & TRUST (2025) Form 5500
Creator: AUSTIN WOOD WORKS, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AUSTIN WOOD WORKS, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN & TRUST, AUSTIN WOOD WORKS, INC

AUSTIN WOOD WORKS, INCEIN 74-2605086Plan #002PY 2025

13051 HERO WAY WEST, BUILDING B - LEANDER, TX 78641512-259-3373austinwoodworks.comLinkedIn11-50 employeesconstruction

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.1M

+20.5% from 2024

Total participants

-3.8% from 2024

Average account balance

$83,812

+25.4% from 2024

Annual return

13.82%

+3.39 pp from 2024

Benchmarks

See 14,993 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort14,993 peers

Snapshot2025

See peer percentile detail. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Analytics

Total assets (EOY)

Plan-year ending balance

$2.10M

Not enough data

1 years with asset history on file

Average account balance

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

$84K

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

$166K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+13.82%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1985

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

See the 4-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2E2F2J2T2G3D

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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$50K

$1985 / participant

Other / not subdivided$50K100.0%

% of EOY assets

2.368%

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$83,812

$89,753-6.6%

$107,525-22.1%

$84,808-1.2%

Participation rate

100.0%

68.1%+31.9pp

75.1%+24.9pp

68.3%+31.7pp

Annual return

13.82%

29.48%-15.7pp

181.32%-167.5pp

40.90%-27.1pp

Employer contribution / active EE

$1,810

$3,113-41.9%

$3,754-51.8%

$2,631-31.2%

Participant deferral / active EE

$4,845

$4,056+19.4%

$5,116-5.3%

$4,212+15.0%

Admin fee / account holder

$1,985

$7,222-72.5%

$8,919-77.7%

$7,344-73.0%

AUSTIN WOOD WORKS, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AUSTIN WOOD WORKS, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN & 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