· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
AWD, INC. — AWD, INC. 401(K) P/S PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20250403100444NAL0020236034001
AWD, INC.
Form 5500-SF
FILING_RECEIVED
AWD, INC. 401(K) P/S PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
6
Plan assets (EOY)
$684K
Net assets (EOY)
$684K
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
AWD, INC.
.
Find decision makers
Plan sponsor
Name
AWD, INC.
DBA
TANNENBAUM HOLIDAY SHOP
EIN
20-0512525
Address
5497 W WATERFORD LN, · SUITE F · APPLETON, WI · 54913
Phone
(920) 213-5569
Industry
Retail Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-12-01
Tax period
2024-11-30
Filed
2025-04-03
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Retail Trade plans
THE GREEN BOUTIQUE, INC
THE GREEN BOUTIQUE, INC. 401(K) PLAN
$681K · 13 participants
MODERN SPECIALTIES, INC.
MODERN SPECIALTIES 401(K) RETIREMENT PLAN
$680K · 13 participants
MINERAL MANUFACTURING CORP.
MINERAL MANUFACTURING 401(K) PLAN
$676K · 45 participants
W.D. ENTERPRISES, LLC
GMOM 401(K) PROFIT SHARING PLAN
$676K · 7 participants
MID-SOUTH PRODUCTS GP
MID-SOUTH PRODUCTS 401(K) PLAN
$675K · 13 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
QUIPS 'N' QUOTES, INC.
QUIPS 'N' QUOTES, INC. PROFIT SHARING & 401(K) PLAN
$671K · 23 participants
Large plans in Wisconsin
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS RETIREMENT SAVINGS AND INVESTMENT PLAN
$7.2B · 34,487 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS, INC. DEFINED CONTRIBUTION PLAN TRUST
$7.1B
FISERV SOLUTIONS, LLC.
FISERV 401(K) SAVINGS PLAN
$5.1B · 22,809 participants
KIMBERLY-CLARK CORPORATION
KIMBERLY-CLARK CORPORATION 401(K) & PROFIT SHARING PLAN
$5.0B · 11,273 participants
ROCKWELL AUTOMATION
ROCKWELL AUTOMATION INC DEFINED CONTRIBUTION MASTER TRUST
$3.8B