Retirement plan

W2E 401(K) PLAN

Name: WALLA WALLA ENVIRONMENTAL, INC. - W2E 401(K) PLAN (2025) Form 5500
Creator: WALLA WALLA ENVIRONMENTAL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, W2E 401(K) PLAN, WALLA WALLA ENVIRONMENTAL, INC.

WALLA WALLA ENVIRONMENTAL, INC.EIN 91-1207267Plan #001PY 2025

4 WEST REES AVE. - WALLA WALLA, WA 99362509-522-0490wwenvironmental.comLinkedIn11-50 employeeschemicals

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$383K

+34.0% from 2024

Total participants

+20.0% from 2024

Average account balance

$22,531

-29.1% from 2024

Annual return

14.70%

-1.15 pp from 2024

Benchmarks

See 3,092 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort3,092 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$383K

Not enough data

1 years with asset history on file

Average account balance

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

$23K

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.

106.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$101K

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

+14.70%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2723

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 codes2E2F2G2J2T3D

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$46K

$2893 / participant

Other / not subdivided$46K100.0%

% of EOY assets

12.084%

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

$22,531

$142,354-84.2%

$125,529-82.1%

$155,188-85.5%

Participation rate

93.8%

78.1%+15.7pp

74.7%+19.0pp

80.8%+12.9pp

Annual return

14.70%

306.06%-291.4pp

202.56%-187.9pp

148.84%-134.1pp

Employer contribution / active EE

$1,430

$3,501-59.1%

$3,058-53.2%

$4,248-66.3%

Participant deferral / active EE

$4,888

$5,491-11.0%

$4,813+1.6%

$6,531-25.2%

Admin fee / account holder

$2,723

$19,392-86.0%

$16,298-83.3%

$14,480-81.2%

W2E 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

W2E 401(K) 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