Retirement plan

QUAESTUS CALLIDUS RETIREMENT PLAN

Name: WAUWATOSA CAREGIVER TRAINING CENTER, LLC - QUAESTUS CALLIDUS RETIREMENT PLAN (2020) 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 2020

353 N 121ST ST - WAUWATOSA, WI 532263805414-255-7044

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$590K

No prior year

Total participants

No prior year

Average account balance

$196,583

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 6,196 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort6,196 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$972K

Not enough data

1 years with asset history on file

Average account balance

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

$243K

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

$42K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+26.36%

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

0 tripped

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

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

$196,583

$81,664+140.7%

$70,476+178.9%

$158,966+23.7%

Participation rate

75.0%

77.7%-2.7pp

75.1%-0.1pp

82.0%-7.0pp

Annual return

0.00%

208.59%-208.6pp

109.12%-109.1pp

302.95%-302.9pp

Employer contribution / active EE

$3,000

$3,219-6.8%

$2,738+9.6%

$4,762-37.0%

Participant deferral / active EE

$1,496

$4,556-67.2%

$3,710-59.7%

$5,983-75.0%

Admin fee / account holder

$6,197-100.0%

$3,847-100.0%

$11,250-100.0%

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