Retirement plan

WAYNE ART CENTER DEFINED CONTRIBUTION RETIREMENT PLAN

Name: WAYNE ART CENTER - WAYNE ART CENTER DEFINED CONTRIBUTION RETIREMENT PLAN (2025) Form 5500
Creator: WAYNE ART CENTER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WAYNE ART CENTER DEFINED CONTRIBUTION RETIREMENT PLAN, WAYNE ART CENTER

WAYNE ART CENTEREIN 23-6392259Plan #001PY 2025

413 MAPLEWOOD AVE - WAYNE, PA 190874702610-688-3553wayneart.orgLinkedIn1-10 employeesarts and crafts

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.1M

+16.1% from 2024

Total participants

0.0% from 2024

Average account balance

$187,126

-3.2% from 2024

Annual return

12.67%

-6.61 pp from 2024

Benchmarks

See 3,224 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort3,224 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.12M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$187K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$40K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.67%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$1107

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2G2J

Plan features

2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$7K

$1107 / participant

Other / not subdivided$7K100.0%

% of EOY assets

0.592%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$187,126

$73,421+154.9%

$66,439+181.6%

$155,188+20.6%

Participation rate

100.0%

79.7%+20.3pp

74.5%+25.5pp

80.8%+19.2pp

Annual return

12.67%

1382.37%-1369.7pp

757.66%-745.0pp

148.84%-136.2pp

Employer contribution / active EE

$1,857

$3,039-38.9%

$2,637-29.6%

$4,248-56.3%

Participant deferral / active EE

$4,829

$4,680+3.2%

$3,876+24.6%

$6,531-26.1%

Admin fee / account holder

$1,107

$8,856-87.5%

$6,173-82.1%

$14,480-92.4%

WAYNE ART CENTER DEFINED CONTRIBUTION RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WAYNE ART CENTER DEFINED CONTRIBUTION RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion