# The Winters Group LLC 401(k) Plan
Source: https://planprovider.pro/companies/the-winters-group-llc-401k-plan

> The Winters Group LLC's 401(k) plan: 282 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Winters Group LLC

- **Sponsor EIN:** 731603058

- **Sponsor Address:** 6532 E 71ST STREET, TULSA, OK, 74133

- **Plan Type:** 401(k)

- **Total Participants:** 282

- **Total Assets:** $3.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|282|$3.3M|$305,640|$486,603|

| 2023|251|$2.6M|$263,571|$426,637|

| 2022|224|$1.6M|$208,793|$333,334|

## 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|

| HOOD AND ASSOCIATES CPAS, PC|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### 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|$12,031|—|—|—|—|

| 2023|$6,407|—|—|—|—|

| 2022|$5,374|—|$5,374|—|—|

## Similar Plans

- [Lifespring Home Care & Hospice,](https://planprovider.pro/companies/lifespring-home-care-hospice-plan) — 370 participants

- [Specialty Care Pediatrics, INC.](https://planprovider.pro/companies/speciality-care-pediatrics-inc-401k-plan) — 182 participants

- [Carter Healthcare,LLC](https://planprovider.pro/companies/carter-healthcare-llc-401k-plan) — 169 participants

- [Smith Home Care LLC](https://planprovider.pro/companies/smith-home-care-llc-401k-plan) — 168 participants

- [Accentra Capital, LLC](https://planprovider.pro/companies/accentra-capital-llc-401k-plan) — 103 participants

- [Cherokee Nation Home Health](https://planprovider.pro/companies/cherokee-nation-home-health-plan) — 95 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-winters-group-llc-401k-plan)

© 2026 PlanProvider.Pro