How big is Wards Inc.'s plan?

Wards Inc.'s plan reported $631K in assets and 3 participants for 2025.

Original filing (PDF)20260427132215NAL0019321858002

Wards Inc.

Name: Wards Inc. — Wards Inc. 401(k) Plan, Form 5500 (2025)
Creator: Wards Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wards Inc. 401(k) Plan

401(k) retirement plan · Wards Inc.'s Wards Inc. 401(k) Plan held $631K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$631K

Net assets (EOY)

$631K

People on this filing

XAN Ward signed Wards Inc.'s 2025 Form 5500 as plan administrator.

XAN Ward — 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

Wards Inc.'s EIN is 83-4594108.

EIN 83-4594108

Plan number 001

Plan year 2025

ACK ID 20260427132215NAL0019321858002

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Wards Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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Plan health score

Top-tier plan health

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).

Plan sponsor

Name

WARDS INC.

EIN

all filings

Address

3291 SEAGULL DR. · PALMER, AK · 99645

Phone

(907) 746-1316

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-27

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

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

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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