How big is The Ward Group, Inc.'s plan?

The Ward Group, Inc.'s plan reported $27K in assets and 6 participants for 2024.

Original filing (PDF)20250718151153NAL0001023011001

The Ward Group, Inc.

Name: The Ward Group, Inc. — The Ward Group 401(k) Plan, Form 5500 (2024)
Creator: The Ward Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Ward Group 401(k) Plan

401(k) retirement plan · The Ward Group, Inc.'s The Ward Group 401(k) Plan held $27K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$27K

Net assets (EOY)

$27K

People on this filing

Marcus Bowie signed The Ward Group, Inc.'s 2024 Form 5500 as plan administrator.

Marcus Bowie — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Ward Group, Inc.'s EIN is 75-2045613.

EIN 75-2045613

Plan number 001

Plan year 2024

ACK ID 20250718151153NAL0001023011001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Ward Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Ward Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score