Retirement plan

WPCR AND JUNGJOY 401K PLAN

Name: WPCR, INC. - WPCR AND JUNGJOY 401K PLAN (2025) Form 5500
Creator: WPCR, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WPCR AND JUNGJOY 401K PLAN, WPCR, INC.

WPCR, INC.EIN 45-5196424Plan #001PY 2025

2525 EL CAMINO REAL, SUITE 243C - CARLSBAD, CA 92008760-419-1205

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$206K

+75.4% from 2024

Total participants

+23.5% from 2024

Average account balance

$68,580

+16.9% from 2024

Annual return

23.04%

+7.65 pp from 2024

Benchmarks

See 12,498 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort12,498 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$206K

Not enough data

1 years with asset history on file

Average account balance

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

$69K

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.

14.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$61K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+23.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

$267

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 codes2G2J2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$800

$38 / participant

Other / not subdivided$800100.0%

% of EOY assets

0.389%

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

$68,580

$67,823+1.1%

$52,425+30.8%

$137,256-50.0%

Participation rate

14.3%

63.9%-49.6pp

55.6%-41.3pp

80.0%-65.7pp

Annual return

23.04%

219.11%-196.1pp

302.12%-279.1pp

220.34%-197.3pp

Employer contribution / active EE

$514

$1,163-55.8%

$914-43.7%

$4,156-87.6%

Participant deferral / active EE

$2,410

$2,288+5.3%

$1,790+34.6%

$6,407-62.4%

Admin fee / account holder

$267

$2,844-90.6%

$2,495-89.3%

$12,270-97.8%

WPCR AND JUNGJOY 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WPCR AND JUNGJOY 401K 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