Plan Snapshot
- Plan Sponsor: Winco Development, LLC
- Sponsor EIN: 274131501
- Sponsor Address: 203 S. FIRST ST., LUFKIN, TX, 75901
- Plan Type: 401(k)
- Total Participants: 225
- Total Assets: $3.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 225 | $3.5M | $230,760 | $420,485 |
| 2023 | 167 | $2.9M | $313,690 | $368,146 |
| 2022 | 173 | $2.4M | $114,454 | $327,080 |
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 |
|---|---|---|---|---|
| JRBT, 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 | $8,740 | — | $8,740 | — | — |
| 2023 | $6,463 | — | $6,463 | — | — |
| 2022 | $7,595 | — | $7,595 | — | — |