Back to filter
Original filing (PDF)20250731143827NAL0013479378001
JWR ENTERPRISES, LLC
Form 5500-SF
FILING_RECEIVED
MIDWEST GRAPHICS 401(K) PLAN
401(k) retirement plan
Active participants
44
Accounts w/ balance
21
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
84
/ 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
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- Only 48% as many balances as active participants — suggests many active employees aren't deferring.
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 JWR ENTERPRISES, LLC.
Plan sponsor
Name
JWR ENTERPRISES, LLC
EIN
32-0512235
Address
5550 ELMWOOD COURT · INDIANAPOLIS, IN · 46203
Phone
(317) 780-4600
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
2025-07-31
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
SEARLES GRAPHICS, INC.
SEARLES GRAPHICS, INC. CASH OR DEFERRED PLAN
$1.2M · 15 participants
CYBERWORX INC
CYBERWORX INC 401(K) PLAN
$1.2M · 3 participants
ARBIL ENTERPRISES, INC. DBA ALLEGRA MARKETING PRINT MAIL
ARBIL ENTERPRISES, INC. 401(K) PLAN
$1.2M · 4 participants
TECTONICS INDUSTRIES, LLC
TECTONICS INDUSTRIES, LLC 401(K) & PROFIT SHARING PLAN
$1.2M · 137 participants
GENESIS SERVICE ASSOCIATES, L.L.C.
GENESIS SERVICE ASSOCIATES, L.L.C. CASH BALANCE PENSION PLAN
$1.2M · 1 participants
WORDSPRINT, INC.
WORDSPRINT SAVINGS PLAN
$1.2M · 14 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