Retirement plan

QUAESTUS CALLIDUS RETIREMENT PLAN

Name: WAUWATOSA CAREGIVER TRAINING CENTER, LLC - QUAESTUS CALLIDUS RETIREMENT PLAN (2025) Form 5500
Creator: WAUWATOSA CAREGIVER TRAINING CENTER, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, QUAESTUS CALLIDUS RETIREMENT PLAN, WAUWATOSA CAREGIVER TRAINING CENTER, LLC

WAUWATOSA CAREGIVER TRAINING CENTER, LLCEIN 83-4292677Plan #001PY 2025

353 N 121ST ST - WAUWATOSA, WI 532263805262-498-2206

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.8M

+81.3% from 2024

Total participants

0.0% from 2024

Average account balance

$440,406

+81.3% from 2024

Annual return

70.14%

+43.77 pp from 2024

Benchmarks

See 6,136 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort6,136 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.76M

Not enough data

1 years with asset history on file

Average account balance

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

$440K

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

$108K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$27K

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

+70.14%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2G2R2J

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$440,406

$70,121+528.1%

$63,803+590.3%

$138,895+217.1%

Participation rate

100.0%

77.2%+22.8pp

72.7%+27.3pp

79.9%+20.1pp

Annual return

70.14%

946.48%-876.3pp

543.72%-473.6pp

145.39%-75.3pp

Employer contribution / active EE

$23,500

$2,882+715.4%

$2,532+828.0%

$4,194+460.3%

Participant deferral / active EE

$3,600

$4,535-20.6%

$3,843-6.3%

$6,396-43.7%

Admin fee / account holder

$6,738-100.0%

$5,196-100.0%

$12,562-100.0%

QUAESTUS CALLIDUS RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

QUAESTUS CALLIDUS RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion