Plan Snapshot
- Plan Sponsor: Wincore Window Co., LLC
- Sponsor EIN: 208083210
- Sponsor Address: 250 STAUNTON TURNPIKE, PARKERSBURG, WV, 26104
- Plan Type: 401(k)
- Total Participants: 520
- Total Assets: $5.4M
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 | 520 | $5.4M | $459,634 | $763,820 |
| 2023 | 560 | $4.0M | $423,368 | $682,123 |
| 2022 | 612 | $2.6M | $260 | $430,469 |
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 |
|---|---|---|---|---|
| PEOPLES BANK | Other Service Provider | $39,924 | — | $39,924 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $39,924
- Estimated Expense Ratio: 0.739% 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 | $39,923 | — | $9,787 | — | — |
| 2023 | $26,751 | — | — | — | — |
| 2022 | $17,638 | — | — | — | — |