Retirement plan

CENTRAL WELDING SUPPLY, INC. PROFIT SHARING PLAN

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

CENTRAL WELDING SUPPLY, INC.EIN 91-0939329Plan #002PY 2025

PO BOX 179 - NORTH LAKEWOOD, WA 98359360-454-5540centralwelding.comLinkedIn201-500 employeesmachinery

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$24.8M

+6.8% from 2024

Total participants

505

+0.4% from 2024

Average account balance

$51,723

+3.2% from 2024

Annual return

10.92%

-6.64 pp from 2024

Benchmarks

See 128 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort128 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$24.83M

Not enough data

1 years with asset history on file

Average account balance

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

$52K

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.

480

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.

93.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.72M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+10.92%

Not enough data

1 years with return on file

Admin fee / account holder

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

$90

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 6 by compensation

Provider	Service type	Compensation
USI CONSULTING GROUP3 years Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347	Advisory (Participants)	$27,500
USI CONSULTING GROUP3 years Service code 15 · EIN 06-1053228	Recordkeeping	$15,498
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19	Securities Custodian	$9,100
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. Service code 18 · EIN 94-1737782	Custodial (other than securities); Cu...	$0
CHARLES SCHWAB & CO., INC.3 years Service code 19	Securities Custodian	$0
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 82-3967259	Custodial (securities); Float revenue...	$0

Plan features & details

Pension benefit codes2E2F2G2J2T3C3D

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.
3C
Plan not intended to be qualified
A plan not intended to be qualified under Code sections 401 403 or 408.
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

$43K

$111 / participant

Recordkeeping$15K36.0%
Investment mgmt$28K64.0%

% of EOY assets

0.173%

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: DWYER PEMBERTON & COULSON PC
Auditor EIN: 911503183
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$51,723

$100,061-48.3%

$120,344-57.0%

$64,728-20.1%

Participation rate

93.5%

79.8%+13.7pp

76.7%+16.8pp

57.9%+35.6pp

Annual return

10.92%

16.53%-5.6pp

20.30%-9.4pp

49.38%-38.5pp

Employer contribution / active EE

$1,269

$3,112-59.2%

$3,020-58.0%

$2,243-43.4%

Participant deferral / active EE

$3,175

$4,955-35.9%

$5,135-38.2%

$2,729+16.3%

Admin fee / account holder

$90

$428-79.1%

$12,742-99.3%

$1,145-92.2%

Provider

Service type

Compensation

USI CONSULTING GROUP3 years

Filed as: USI ADVISORS, INC.

Service code 26 · EIN 06-1397347

Advisory (Participants)

$27,500

USI CONSULTING GROUP3 years

Service code 15 · EIN 06-1053228

Recordkeeping

$15,498

CHARLES SCHWAB & CO., INC.4 years

Filed as: CHARLES SCHWAB TRUST BANK

Service code 19

Securities Custodian

$9,100

CHARLES SCHWAB & CO., INC.3 years

Filed as: CHARLES SCHWAB & CO.

Service code 18 · EIN 94-1737782

Custodial (other than securities); Cu...

CHARLES SCHWAB & CO., INC.3 years

Service code 19

Securities Custodian

CHARLES SCHWAB & CO., INC.10+ years

Filed as: CHARLES SCHWAB BANK

Service code 18 · EIN 82-3967259

Custodial (securities); Float revenue...

CENTRAL WELDING SUPPLY, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CENTRAL WELDING SUPPLY, INC. 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