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Original filing (PDF)20241011114927NAL0012440403001
JWC ENVIRONMENTAL, INC.
Form 5500
FILING_RECEIVED
JWC ENVIRONMENTAL 401(K) PLAN
401(k) retirement plan
Active participants
154
Accounts w/ balance
140
Plan assets (EOY)
$15.6M
Net assets (EOY)
$15.6M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
95
/ 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
100
Vendor stack
100
Participation health
100
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 JWC ENVIRONMENTAL, INC..
Plan sponsor
Name
JWC ENVIRONMENTAL, INC.
EIN
45-2771126
Address
2850 S. RED HILL AVENUE, STE. 125 · SANTA ANA, CA · 92705
Phone
(714) 428-4641
Industry
Manufacturingsee 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
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HAM, LANGSTON & BREZINA, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS COMPANY OF AMER | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $5K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL SERVICES, LLC | 95-2834236 | SAN DIEGO, CA | INVESTMENT ADVISOR | $43K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION PROFESSIONALS, INC. | 33-0001862 | RANCHO SANTA MARGARITA, CA | TPA | $5K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WITHUM SMITH & BROWN, PC | 22-2027092 | PRINCETON, NJ | AUDITOR | — | — |
Investments
1 pooled fund· $14.4M(92% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA GREAT WEST LIFE · EIN 84-0467907 / PN 000 | Pooled Separate Account | $14.4M | 92.5% |