# Winstead PC 401(k) Plan
Source: https://planprovider.pro/companies/winstead-pc-401k-plan-006

> Winstead PC's 401(k) plan: 156 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:** 156

- **Total Assets:** $35.2M

## 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|156|$35.2M|$632,202|$2.6M|

| 2023|153|$32.7M|$723,627|$2.6M|

| 2022|174|$32.1M|$449,752|$2.6M|

## 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|$45,926|$41,313|$87,239|

| COOK STREET CONSULTING|INV ADV, PARTICIPANTS|$27,455|—|$27,455|

| WHITLEY PENN LLP|ACCOUNTANT|$18,798|—|$18,798|

| MORGAN STANLEY GLOBAL BA|INVESTMENT ADVISORY|$9,375|—|$9,375|

### 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) — INV ADV, PARTICIPANTS

- [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:** $142,867

- **Estimated Expense Ratio:** 0.406% 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|$101,554|$36,830|$45,926|$18,798|—|

| 2023|$80,594|$36,716|$26,339|$17,539|—|

| 2022|$74,852|$25,929|$34,857|—|$15,900|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/winstead-pc-401k-plan-006)

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