Plan Snapshot
- Plan Sponsor: Winkler, INC.
- Sponsor EIN: 351763301
- Sponsor Address: 535 EAST MEDCALF STREET, DALE, IN, 47523
- Plan Type: 401(k)
- Total Participants: 348
- Total Assets: $18.0M
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 | 348 | $18.0M | $258,278 | $509,377 |
| 2023 | 390 | $17.8M | $261,190 | $517,817 |
| 2022 | 435 | $16.9M | $230,569 | $524,508 |
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 |
|---|---|---|---|---|
| HARDING, SHYMANSKI & COMPANY, PSC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HARDING, SHYMANSKI & COMPANY, PSC — 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 | $10,650 | $7,000 | $3,000 | — | — |
| 2023 | $9,976 | $6,526 | $2,800 | — | — |
| 2022 | $13,040 | — | — | — | — |