Retirement plan

WINGS LEARNING CENTER 401(K)

Name: WINGS LEARNING CENTER, INC. - WINGS LEARNING CENTER 401(K) (2025) Form 5500
Creator: WINGS LEARNING CENTER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WINGS LEARNING CENTER 401(K), WINGS LEARNING CENTER, INC.

WINGS LEARNING CENTER, INC.EIN 94-3385745Plan #001PY 2025

2500 COTTONWOOD DRIVE - SAN BRUNO, CA 94066650-624-3165wingslearningcenter.orgLinkedIn11-50 employeeseducation management

Prospect flagsHigh feesLow assets / participant

How to read this page

Total assets (EOY)

$927K

+22.4% from 2024

Total participants

+17.3% from 2024

Average account balance

$9,757

+4.4% from 2024

Annual return

13.61%

-6.82 pp from 2024

Benchmarks

See 2,213 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort2,213 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$927K

Not enough data

1 years with asset history on file

Average account balance

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

$10K

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.

271.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$127K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+13.61%

Not enough data

1 years with return on file

Admin fee / account holder

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

$648

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 codes2E2F2G2J2T3D

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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$62K

$1759 / participant

Other / not subdivided$62K100.0%

% of EOY assets

6.643%

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

$9,757

$50,554-80.7%

$67,681-85.6%

$87,485-88.8%

Participation rate

100.0%

67.7%+32.3pp

73.7%+26.3pp

68.9%+31.1pp

Annual return

13.61%

17.81%-4.2pp

590.58%-577.0pp

26.06%-12.4pp

Employer contribution / active EE

$1,825

$1,988-8.2%

$2,678-31.9%

$2,596-29.7%

Participant deferral / active EE

$1,802

$2,961-39.2%

$3,976-54.7%

$4,274-57.8%

Admin fee / account holder

$648

$4,132-84.3%

$6,100-89.4%

$7,775-91.7%

WINGS LEARNING CENTER 401(K)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WINGS LEARNING CENTER 401(K)

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