Retirement plan

WAGER COMPANY OF FLORIDA, INC. 401(K) PLAN

Name: WAGER COMPANY OF FLORIDA, INC. - WAGER COMPANY OF FLORIDA, INC. 401(K) PLAN (2025) Form 5500
Creator: WAGER COMPANY OF FLORIDA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WAGER COMPANY OF FLORIDA, INC. 401(K) PLAN, WAGER COMPANY OF FLORIDA, INC.

WAGER COMPANY OF FLORIDA, INC.EIN 59-2457244Plan #002PY 2025

720-B INDUSTRY ROAD - LONGWOOD, FL 32750407-834-4667wagerco.comLinkedIn1-10 employeesbuilding materials

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$691K

+74.8% from 2024

Total participants

+11.1% from 2024

Average account balance

$69,142

+57.4% from 2024

Annual return

15.75%

+2.79 pp from 2024

Benchmarks

See 115,703 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort115,703 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$691K

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.

111.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$234K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$26K

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

+15.75%

Not enough data

1 years with return on file

Admin fee / account holder

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

$217

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 codes2E2F2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$2K

$241 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.313%

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

$69,142

$154,228-55.2%

$145,433-52.5%

$137,256-49.6%

Participation rate

100.0%

83.8%+16.2pp

82.1%+17.9pp

80.0%+20.0pp

Annual return

15.75%

74.59%-58.8pp

66.58%-50.8pp

220.34%-204.6pp

Employer contribution / active EE

$13,522

$4,804+181.5%

$4,554+196.9%

$4,156+225.4%

Participant deferral / active EE

$12,444

$8,216+51.5%

$7,897+57.6%

$6,407+94.2%

Admin fee / account holder

$217

$14,344-98.5%

$13,129-98.4%

$12,270-98.2%

WAGER COMPANY OF FLORIDA, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WAGER COMPANY OF FLORIDA, INC. 401(K) 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