Plan Snapshot
- Plan Sponsor: Winston Industries, LLC
- Sponsor EIN: 610703831
- Sponsor Address: 2345 CARTON DR., LOUISVILLE, KY, 402992513
- Plan Type: 401(k)
- Total Participants: 209
- Total Assets: $8.1M
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 | 209 | $8.1M | $199,189 | $536,960 |
| 2023 | 229 | $8.0M | $197,330 | $553,707 |
| 2022 | 227 | $6.7M | $161,548 | $452,813 |
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 |
|---|---|---|---|---|
| LBMC, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LBMC, PC — 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 | $22,499 | $20,146 | $2,353 | — | — |
| 2023 | $18,696 | $17,193 | $1,503 | — | — |
| 2022 | $16,549 | $14,299 | $2,250 | — | — |