# Winston Water Cooler Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/winston-water-cooler-management-llc-401k-plan

> Winston Water Cooler Management, LLC's 401(k) plan: 623 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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