Plan Snapshot
- Plan Sponsor: Winklevoss Consultants, INC.
- Sponsor EIN: 521504653
- Sponsor Address: 640 W PUTNAM AVE 2ND FL, GREENWICH, CT, 06830
- Plan Type: 401(k)
- Total Participants: 87
- Total Assets: $23.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 87 | $23.2M | $102,089 | $284,550 |
| 2023 | 109 | $21.3M | $301,361 | $719,068 |
| 2022 | 143 | $26.9M | $406,822 | $850,021 |
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 |
|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | RECORD KEEPER | $50,926 | — | $50,926 |
| REYNOLDS & ROWELLA LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,926
- Estimated Expense Ratio: 0.220% 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 | $15,560 | — | — | — | — |
| 2023 | $20,133 | — | — | — | — |
| 2022 | $71,792 | — | — | — | — |