Retirement plan

WWS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Name: WWS HOLDINGS, INC. - WWS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN (2023) Form 5500
Creator: WWS HOLDINGS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WWS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN, WWS HOLDINGS, INC.

WWS HOLDINGS, INC.EIN 87-3920649Plan #002PY 2023

PO BOX 2057 - TUALATIN, OR 97062503-533-5709

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$3.3M

No prior year

Total participants

296

No prior year

Average account balance

$11,119

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 1,502 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants250-999

Cohort1,502 peers

Snapshot2023

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

Analytics

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

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 codes2P2Q3I

Plan features

2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: GELMAN LLP
Auditor EIN: 472310177
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$11,119

$93,010-88.0%

$96,538-88.5%

$74,473-85.1%

Participation rate

100.0%

71.6%+28.4pp

74.3%+25.7pp

70.7%+29.3pp

Annual return

0.00%

37.50%-37.5pp

35.74%-35.7pp

34.36%-34.4pp

Employer contribution / active EE

$10,135

$3,427+195.7%

$3,740+171.0%

$2,638+284.1%

Participant deferral / active EE

$3,971-100.0%

$4,880-100.0%

$4,530-100.0%

Admin fee / account holder

$633-100.0%

$6,737-100.0%

$347-100.0%

WWS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

WWS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion