Retirement plan

WESTERN STATES ENDURANCE RUN FOUNDATION 401(K) PLAN

Name: WESTERN STATES ENDURANCE RUN FOUNDATION - WESTERN STATES ENDURANCE RUN FOUNDATION 401(K) PLAN (2025) Form 5500
Creator: WESTERN STATES ENDURANCE RUN FOUNDATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WESTERN STATES ENDURANCE RUN FOUNDATION 401(K) PLAN, WESTERN STATES ENDURANCE RUN FOUNDATION

WESTERN STATES ENDURANCE RUN FOUNDATIONEIN 94-2902794Plan #001PY 2025

P.O. BOX 99 - AUBURN, CA 95604707-364-0103LinkedIn1-10 employeescivic & social organization

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$526K

+12.4% from 2024

Total participants

0.0% from 2024

Average account balance

$525,837

+12.4% from 2024

Annual return

8.91%

-13.96 pp from 2024

Benchmarks

See 4,672 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort4,672 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$526K

Not enough data

1 years with asset history on file

Average account balance

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

$526K

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

$16K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+8.91%

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 codes2E2F2G2J2R3D

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).
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.
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

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

$525,837

$162,529+223.5%

$130,788+302.1%

$154,746+239.8%

Participation rate

100.0%

75.9%+24.1pp

70.1%+29.9pp

80.7%+19.3pp

Annual return

8.91%

510.48%-501.6pp

386.44%-377.5pp

172.34%-163.4pp

Employer contribution / active EE

$5,490

$4,447+23.4%

$3,558+54.3%

$4,379+25.4%

Participant deferral / active EE

$10,980

$4,808+128.4%

$4,137+165.4%

$6,730+63.1%

Admin fee / account holder

$7,669-100.0%

$6,673-100.0%

$14,365-100.0%

WESTERN STATES ENDURANCE RUN FOUNDATION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

WESTERN STATES ENDURANCE RUN FOUNDATION 401(K) 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