Back to filter
Original filing (PDF)20251013135405NAL0001368065001
IWP ROOTSTOWN, LLC
Form 5500-SF
FILING_RECEIVED
IWP ROOTSTOWN, LLC 401(K) PROFIT SHARING PLAN
Defined-contribution retirement plan
Signals · 1
No auditor on file
Active participants
232
Accounts w/ balance
62
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
72
/ 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
65
Knocking points off
- No independent qualified public accountant (IQPA) named.
- Only 27% 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 IWP ROOTSTOWN, LLC.
Plan sponsor
Name
IWP ROOTSTOWN, LLC
EIN
46-3906163
Address
19 N HIGH ST · AKRON, OH · 443081912
Phone
(330) 762-9102
Industry
Arts, Entertainment, Recreationsee 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
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 Arts, Entertainment, Recreation plans
HEADWALL CORPORATION
HEADWALL CORPORATION 401(K) PLAN & TRUST
$1.5M · 11 participants
GARY MUSICK PRODUCTIONS, INC.
GARY MUSICK PRODUCTIONS, INC. 401(K) RETIREMENT PLAN
$1.5M · 29 participants
TAL TOURS, INC.
TAL TOURS, INC. DEFINED BENEFIT PLAN
$1.4M · 2 participants
HILANDS GOLF CLUB
HILANDS GOLF CLUB 401(K) PLAN
$1.5M · 23 participants
WISCONSIN CITY AND COUNTRY CLUB LLC
WISCONSIN CLUB 401(K) PLAN
$1.4M · 80 participants
SPRUCE & GANDER, INC.
ANDERSON COMPANIES 401(K) PLAN
$1.5M · 8 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants