Plan Snapshot
- Plan Sponsor: Winn Management Group LLC
- Sponsor EIN: 042582550
- Sponsor Address: ONE WASHINGTON MALL, BOSTON, MA, 02108
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 3,810
- Total Assets: $157.6M
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 | 3,810 | $157.6M | $5.6M | $14.8M |
| 2023 | 3,593 | $137.7M | $4.8M | $13.1M |
| 2022 | 3,310 | $115.3M | $4.5M | $12.1M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $324,831 | — | $324,831 |
| MORGAN STANLEY | Recordkeeper | $88,160 | — | $88,160 |
| CARON AND BLETZER, PLLC | Auditor | $15,000 | — | $15,000 |
| ARTHUR J GALLAGHER RISK MGMT | Investment Advisor | $8,046 | — | $8,046 |
| ARTHUR J. GALLAGHER & CO | ERISA Attorney | $7,967 | — | $7,967 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- MORGAN STANLEY — Recordkeeper
- CARON AND BLETZER, PLLC — Auditor
- ARTHUR J GALLAGHER RISK MGMT — Investment Advisor
- ARTHUR J. GALLAGHER & CO — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $444,004
- Estimated Expense Ratio: 0.282% 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 | $684,227 | — | $300 | $15,000 | — |
| 2023 | $603,648 | — | $300 | — | — |
| 2022 | $669,658 | — | — | — | — |