Retirement plan

ELECTRICAL WHOLESALE SUPPLY CO., INC. 401(K) PROFIT SHARING PLAN

Name: ELECTRICAL WHOLESALE SUPPLY CO., INC. - ELECTRICAL WHOLESALE SUPPLY CO., INC. 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: ELECTRICAL WHOLESALE SUPPLY CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ELECTRICAL WHOLESALE SUPPLY CO., INC. 401(K) PROFIT SHARING PLAN, ELECTRICAL WHOLESALE SUPPLY CO., INC.

ELECTRICAL WHOLESALE SUPPLY CO., INC.EIN 82-0254406Plan #001PY 2025

999 FLIGHTLINE DR - IDAHO FALLS, ID 83402208-523-2901electricalwholesale.comLinkedIn51-200 employeeswholesale

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$14M

+12.7% from 2024

Total participants

182

+8.3% from 2024

Average account balance

$94,601

+12.0% from 2024

Annual return

14.58%

+2.57 pp from 2024

Benchmarks

See 799 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants100-249

Cohort799 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$14.00M

Not enough data

1 years with asset history on file

Average account balance

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

$95K

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.

148

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.

77.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$932K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+14.58%

Not enough data

1 years with return on file

Admin fee / account holder

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

$432

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

Top 3 by compensation

Provider	Service type	Compensation
ASCENT RETIREMENT ADVISORS LLC3 years Service code 27 3455 N WINSOME PL · BOISE, ID 83702	Advisory (Plan)	$45,168
GREAT-WEST LIFE & ANNUITY INSURANCE4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$18,065
GREAT-WEST LIFE & ANNUITY INSURANCE4 years Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Investment Management	$708

Plan features & details

Pension benefit codes2E2F2H2J2T3B3D

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).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

$64K

$429 / participant

Recordkeeping$18K28.3%
Investment mgmt$46K71.7%

% of EOY assets

0.457%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: POSTON DENNEY & KILLPACK, PLLC
Auditor EIN: 820486077
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$94,601

$91,760+3.1%

$156,181-39.4%

$67,986+39.1%

Participation rate

77.2%

65.0%+12.2pp

78.8%-1.6pp

57.2%+20.0pp

Annual return

14.58%

18.14%-3.6pp

64.87%-50.3pp

31.67%-17.1pp

Employer contribution / active EE

$2,685

$2,419+11.0%

$4,294-37.5%

$2,019+33.0%

Participant deferral / active EE

$3,573

$3,960-9.8%

$6,132-41.7%

$3,358+6.4%

Admin fee / account holder

$432

$3,949-89.1%

$14,586-97.0%

$3,203-86.5%

Provider

Service type

Compensation

ASCENT RETIREMENT ADVISORS LLC3 years

Service code 27

3455 N WINSOME PL · BOISE, ID 83702

Advisory (Plan)

$45,168

GREAT-WEST LIFE & ANNUITY INSURANCE4 years

Filed as: EMPOWER ANNUITY INSURANCE COMPANY O

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$18,065

GREAT-WEST LIFE & ANNUITY INSURANCE4 years

Filed as: EMPOWER ADVISORY GROUP, LLC

Service code 28

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Investment Management

$708

ELECTRICAL WHOLESALE SUPPLY CO., INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ELECTRICAL WHOLESALE SUPPLY CO., 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