Wincrest Ventures, L.P. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Wincrest Ventures, L.P.
  • Sponsor EIN: 760552564
  • Sponsor Address: PO BOX 56389, HOUSTON, TX, 772566389
  • Plan Type: 401(k)
  • Total Participants: 60
  • Total Assets: $4.5M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202460$4.5M$8,983$23,651
202214$2.6M$8,130$29,186

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