Back to filter
Original filing (PDF)20250529155715NAL0020934754001
PWI, INC.
Form 5500-SF
FILING_RECEIVED
PWI 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
127
Accounts w/ balance
131
Plan assets (EOY)
$4.8M
Net assets (EOY)
$4.8M
Plan health score (directional)
77
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PWI, INC..
Plan sponsor
Name
PWI, INC.
EIN
20-1411264
Address
7930 WEST 1000 NORTH · NAPPANEE, IN · 46550
Phone
(574) 646-2015
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Manufacturing plans
SOUTHERN METAL PRODUCTS CO.
SOUTHERN METAL PRODUCTS CO. INC. 401(K) PLAN
$4.8M · 21 participants
GOLDEN STATE STEEL
GOLDEN STATE STEEL 401(K) PLAN
$4.8M · 56 participants
LARKIN/HATHAWAY, INC.
401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LARKIN/HATHAWAY, INC.
$4.7M · 36 participants
STEEL SERVICE CORPORATION
STEEL SERVICE CORPORATION 401(K) SALARY SAVINGS PLAN
$4.7M · 115 participants
CAPITAL WELDING, INC.
CAPITAL WELDING, INC. 401(K) PLAN
$4.7M · 21 participants
ALLPASS CORPORATION
ALLPASS CORPORATION CASH BALANCE PLAN
$4.8M · 36 participants
Large plans in Indiana
ELI LILLY AND COMPANY
LILLY SAVINGS PLAN MASTER TRUST FUND B
$13.5B
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE 401(K) PLAN
$13.1B · 21,803 participants
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN MASTER TRUST
$12.1B
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH 401(K) PLAN
$12.1B · 71,880 participants
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST
$11.9B
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN
$11.8B · 21,629 participants