Plan Snapshot
- Plan Sponsor: Win-Holt Equipment Corporation
- Sponsor EIN: 111735819
- Sponsor Address: 20 CROSSWAYS PARK DRIVE NORTH, WOODBURY, NY, 11797
- Plan Type: 401(k)
- Total Participants: 236
- Total Assets: $8.8M
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 | 236 | $8.8M | $151,343 | $412,136 |
| 2023 | 203 | $7.4M | $143,980 | $487,645 |
| 2022 | 213 | $6.4M | $149,392 | $465,891 |
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 |
|---|---|---|---|---|
| GRASSI & CO., CPA'S PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRASSI & CO., CPA'S PC — Auditor
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 | $17,859 | $13,750 | — | — | — |
| 2023 | $10,498 | — | — | — | — |
| 2022 | $4,747 | — | — | — | — |