# Winklevoss Consultants, INC. 401(k) Plan
Source: https://planprovider.pro/companies/winklevoss-consultants-inc-401k-plan

> Winklevoss Consultants, INC.'s 401(k) plan: 87 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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