Plan Snapshot
- Plan Sponsor: Wincorp International, INC.
- Sponsor EIN: 592788629
- Sponsor Address: 10050 NW 116 WAY, SUITE 9, MEDLEY, FL, 33178
- Plan Type: 401(k)
- Total Participants: 253
- Total Assets: $14.2M
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 | 253 | $14.2M | $705,343 | $1.1M |
| 2023 | 277 | $12.5M | $760,032 | $1.1M |
| 2022 | 277 | $9.5M | $705,388 | $1.0M |
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 |
|---|---|---|---|---|
| JW COLE ADVISORS, INC. | Investment Advisor | $38,064 | — | $38,064 |
| ADP, INC. | Recordkeeper | $13,145 | — | $13,145 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $51,209
- Estimated Expense Ratio: 0.361% 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 | $51,209 | $38,064 | — | — | — |
| 2023 | $37,851 | $30,502 | — | — | — |
| 2022 | $34,184 | — | — | — | — |