Plan Snapshot
- Plan Sponsor: The Winrock Group, INC.
- Sponsor EIN: 710633764
- Sponsor Address: P. O. BOX 3157, LITTLE ROCK, AR, 72203
- Plan Type: 401(k)
- Total Participants: 339
- Total Assets: $10.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 339 | $10.8M | $436,732 | $1.2M |
| 2023 | 348 | $9.9M | $445,104 | $1.2M |
| 2022 | 340 | $7.6M | $435,001 | $1.1M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | $9,975 | — | $9,975 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,975
- Estimated Expense Ratio: 0.092% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $39,371 | — | $29,396 | $9,975 | — |
| 2023 | $21,271 | — | $21,271 | — | — |
| 2022 | $35,187 | — | $18,124 | — | $17,063 |