# Winstead PC 401(k) Plan
Source: https://planprovider.pro/companies/winstead-pc-401k-plan-001

> Winstead PC's 401(k) plan: 435 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Winstead PC

- **Sponsor EIN:** 752404691

- **Sponsor Address:** 2728 N HARWOOD ST STE 500, DALLAS, TX, 752011743

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

- **Total Participants:** 435

- **Total Assets:** $286.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|435|$286.3M|$7.7M|$5.9M|

| 2023|441|$270.9M|$7.3M|$5.6M|

| 2022|418|$237.6M|$6.4M|$5.2M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$92,122|—|$92,122|

| COOK STREET CONSULTING|CONTRACT ADMINISTRATOR|$55,241|—|$55,241|

| WHITLEY PENN LLP|ACCOUNTANT|$23,690|—|$23,690|

| MORGAN STANLEY GLOBAL BA|INVESTMENT ADVISORY|$18,147|—|$18,147|

| WATERLOO CAPITAL LP|INV ADV, PARTICIPANTS|$13,072|—|$13,072|

### Verified Provider Profiles

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

- [COOK STREET CONSULTING](https://planprovider.pro/provider/jp-morgan-asset-management) — CONTRACT ADMINISTRATOR

- [WHITLEY PENN LLP](https://planprovider.pro/provider/whitley-penn-llp) — ACCOUNTANT

- [MORGAN STANLEY GLOBAL BA](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISORY

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $202,272

- **Estimated Expense Ratio:** 0.071% 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|$202,272|$31,219|$147,363|$23,690|—|

| 2023|$183,748|$79,709|$71,105|$22,253|—|

| 2022|$196,204|—|$135,626|—|$23,660|

## Similar Plans

- [Bell & Mccoy](https://planprovider.pro/companies/bell-mccoy-401k-plan) — 433 participants

- [Baker Botts L.L.P.](https://planprovider.pro/companies/baker-botts-l-l-p-plan-004) — 445 participants

- [Thomas J. Henry Law Firm](https://planprovider.pro/companies/thomas-j-henry-law-firm-401k-plan) — 456 participants

- [Bracewell LLP](https://planprovider.pro/companies/bracewell-llp-plan-001) — 412 participants

- [Perdue, Brandon, Fielder, Collins And Mott, L.L.P.](https://planprovider.pro/companies/perdue-brandon-fielder-collins-and-mott-l-l-p-401k-plan) — 458 participants

- [Thompson, Coe, Cousins & Irons, L.L.P.](https://planprovider.pro/companies/thompson-coe-cousins-irons-l-l-p-401k-plan) — 460 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/winstead-pc-401k-plan-001)

© 2026 PlanProvider.Pro