Retirement plan

WING VENTURE MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN

Name: WING VENTURE MANAGEMENT, LLC - WING VENTURE MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: WING VENTURE MANAGEMENT, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WING VENTURE MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN, WING VENTURE MANAGEMENT, LLC

WING VENTURE MANAGEMENT, LLCEIN 46-3017222Plan #001PY 2025

480 LYTTON AVENUE - PALO ALTO, CA 94301650-316-8300

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.6M

+27.1% from 2024

Total participants

+3.4% from 2024

Average account balance

$138,123

+32.0% from 2024

Annual return

18.15%

-0.86 pp from 2024

Benchmarks

See 7,670 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort7,670 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.59M

Not enough data

1 years with asset history on file

Average account balance

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

$138K

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.

123.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$458K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$22K

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

+18.15%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7896

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 codes2E2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

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

$205K

$9776 / participant

Other / not subdivided$205K100.0%

% of EOY assets

5.716%

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

$138,123

$275,752-49.9%

$256,809-46.2%

$198,609-30.5%

Participation rate

81.0%

89.2%-8.2pp

88.5%-7.6pp

82.4%-1.4pp

Annual return

18.15%

34.81%-16.7pp

32.73%-14.6pp

202.70%-184.6pp

Employer contribution / active EE

$5,718

$7,721-25.9%

$7,263-21.3%

$5,055+13.1%

Participant deferral / active EE

$16,110

$10,037+60.5%

$9,520+69.2%

$6,977+130.9%

Admin fee / account holder

$7,896

$25,716-69.3%

$25,146-68.6%

$19,030-58.5%

WING VENTURE MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WING VENTURE MANAGEMENT, LLC 401(K) PROFIT SHARING 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