# Win-Holt Equipment Corporation 401(k) Plan
Source: https://planprovider.pro/companies/win-holt-equipment-corporation-401k-plan

> Win-Holt Equipment Corporation's 401(k) plan: 236 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/grassi-and-co-cpas-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|—|—|—|—|

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