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Original filing (PDF)20241011083815NAL0021536081001
EWIE CO., INC.
Form 5500
FILING_RECEIVED
EWIE GROUP OF COMPANIES 401(K) PLAN
401(k) retirement plan
Signals · 2
~101 bps in Sched C feesNo recordkeeper disclosed
Active participants
527
Accounts w/ balance
517
Plan assets (EOY)
$24.7M
Net assets (EOY)
$24.5M
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
65
Vendor stack
80
Participation health
100
Knocking points off
- 101 bps in Schedule C fees — 247% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EWIE CO., INC..
Plan sponsor
Name
EWIE CO., INC.
EIN
38-2384853
Address
1099 HIGHLAND DRIVE · SUITE D · ANN ARBOR, MI · 48108
Phone
(734) 755-1840
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-11
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
Audit & trust (Schedule H)
Auditor
UHY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UHY, LLP | — | CLEVELAND, OH | NONE | $123K | — |
| SUMMIT FINANCIAL | — | PARSIPPANY, NJ | NONE | $69K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $56K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.