Original filing (PDF)20250929081612NAL0026212770001

EWIE GROUP OF COMPANIES, LLC

Name: EWIE GROUP OF COMPANIES, LLC — EWIE GROUP OF COMPANIES 401(K) PLAN, Form 5500 (2024)
Creator: EWIE GROUP OF COMPANIES, LLC

Form 5500

FILING_RECEIVED

EWIE GROUP OF COMPANIES 401(K) PLAN

401(k) retirement plan

Signals · 1

Late participant contributions

Active participants

495

Accounts w/ balance

443

Plan assets (EOY)

$27.7M

Net assets (EOY)

$27.6M

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 77K (3% of contributions).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (20th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EWIE GROUP OF COMPANIES, LLC.

Plan sponsor

Name

EWIE GROUP OF COMPANIES, LLC

EIN

83-3043953

Address

1099 HIGHLAND DRIVE · SUITE D · ANN ARBOR, MI · 48108

Phone

(734) 755-1840

Industry

Wholesale Tradesee all

Plan administrator

Name

FIDELITY WORKPLACE SERVICES LLC

EIN

04-3532603

City

COVINGTON, KY

Phone

(859) 386-4199

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-29

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3F · Sponsor used leased employees

2F · ERISA section 404(c)

Service providers (Schedule C)

4 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
SUMMIT FINANCIAL LLC	37-1895248	—	ADVISOR/INVESTMENT ADV	$38K	—
SUMMIT GROUP RETIREMENT PLANNERS	46-4198717	—	ADVISOR	$11K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY WORKPLACE SERVICES LLC

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.