Plan Snapshot
- Plan Sponsor: Winston Water Cooler Management, LLC
- Sponsor EIN: 832258285
- Sponsor Address: 6626 OAKBROOK BLVD., DALLAS, TX, 75235
- Plan Type: 401(k)
- Total Participants: 623
- Total Assets: $15.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 623 | $15.7M | $897,992 | $2.3M |
| 2023 | 574 | $11.9M | $783,262 | $2.0M |
| 2022 | 523 | $7.3M | $680,462 | $1.7M |
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 |
|---|---|---|---|---|
| BOKF, NA | TRUSTEE | $48,261 | — | $48,261 |
| PSK LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PSK LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $48,261
- Estimated Expense Ratio: 0.307% 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 | $48,261 | $3,419 | — | — | — |
| 2023 | $43,217 | $4,105 | — | — | — |
| 2022 | $38,520 | — | — | — | $38,520 |