Retirement plan

WEALTH ADVISORS NETWORK, INC. 401(K) PLAN

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

WEALTH ADVISORS NETWORK, INC.EIN 91-1845896Plan #001PY 2025

201 FOUNDATION PLACE, SUITE 100, PO BOX 2026 - HASTINGS, NE 68902402-463-6769

Prospect flagsLow participationHigh assets / participant

How to read this page

Total assets (EOY)

$2M

+33.6% from 2024

Total participants

-16.7% from 2024

Average account balance

$676,940

+78.2% from 2024

Annual return

28.25%

+14.72 pp from 2024

Benchmarks

See 12,996 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort12,996 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.03M

Not enough data

1 years with asset history on file

Average account balance

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

$677K

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.

60.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$82K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+28.25%

Not enough data

1 years with return on file

Admin fee / account holder

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

$154

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 codes2E2G2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$463

$93 / participant

Other / not subdivided$463100.0%

% of EOY assets

0.023%

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

$676,940

$227,291+197.8%

$214,702+215.3%

$155,188+336.2%

Participation rate

60.0%

88.0%-28.0pp

87.5%-27.5pp

80.8%-20.8pp

Annual return

28.25%

60.08%-31.8pp

54.55%-26.3pp

148.84%-120.6pp

Employer contribution / active EE

$6,397

$6,772-5.5%

$6,461-1.0%

$4,248+50.6%

Participant deferral / active EE

$10,019

$9,582+4.6%

$9,147+9.5%

$6,531+53.4%

Admin fee / account holder

$154

$20,413-99.2%

$19,830-99.2%

$14,480-98.9%

WEALTH ADVISORS NETWORK, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WEALTH ADVISORS NETWORK, INC. 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