Plan Ledger DOL Form 5500 · updated monthly

Wendco of Puerto Rico, Inc.ESOP

WENDCO OF PUERTO RICO,INC. ESOP · SAN JUAN, PR · plan year 2023

Plan assets · 2023
$63K

Wendco of Puerto Rico, Inc.'s 2023 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $63,153 across 126 participant accounts. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the under $1M size bracket, benchmarked here against 1,192 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in PR (321st of 323), and 2,169th of 2,240 in accommodation & food services.

Plan summary
Net assets, end of year$63,153
Participants with balances126
Active participants13
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$501
Plan auditUnmodified (clean) audit opinion
AuditorKEVANE GRANT THORTON LLP
Plan history4
Yearassets · accounts · employer contribution
2025$0
2024$0 · 126 accts
2023$63K · 126 accts
2022$0 · 126 accts
Administrative cost history4
2025Not separately reported
2024Not separately reported
2023Not separately reported
2022Not separately reported
Similar plansAccommodation & Food Services · PR
Fhr Esj Operations LLC PR$1.6M · 1.64%
Fiesta Holdings, Inc. OH$65K · 1.55%
Dax Allred NC$65K · 0.68%

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Source: U.S. Department of Labor, Form 5500 series, EIN 660364839 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.