# Winmark Corporation 401(k) Plan
Source: https://planprovider.pro/companies/winmark-corporation-401k-plan

> Winmark Corporation's 401(k) plan: 91 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Winmark Corporation

- **Sponsor EIN:** 411622691

- **Sponsor Address:** 605 HIGHWAY 169 NORTH, SUITE 400, MINNEAPOLIS, MN, 554416536

- **Plan Type:** 401(k)

- **Total Participants:** 91

- **Total Assets:** $22.8M

## 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|91|$22.8M|$381,064|$740,480|

| 2023|78|$20.9M|$369,042|$727,361|

| 2022|77|$18.6M|$368,007|$722,039|

## 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|

| GRANT THORNTON LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GRANT THORNTON LLP](https://planprovider.pro/provider/grant-thornton-llp) — 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|$13,751|—|—|—|—|

| 2023|$970|—|—|—|—|

| 2022|$700|—|—|—|—|

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