Plan Snapshot
- Plan Sponsor: Wintec Industries, INC.
- Sponsor EIN: 943072009
- Sponsor Address: 8674 THORNTON AVE, NEWARK, CA, 94560
- Plan Type: 401(k)
- Total Participants: 34
- Total Assets: $7.2M
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 | 34 | $7.2M | $0 | $446,504 |
| 2023 | 41 | $7.6M | $0 | $429,836 |
| 2022 | 42 | $7.0M | $0 | $394,689 |
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 |
|---|---|---|---|---|
| CGUCPALLP | Auditor | — | — | $0 |
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 | $1,797,720 | — | $31,552 | — | — |
| 2023 | $1,068,884 | — | $33,471 | — | — |
| 2022 | $34,073 | — | — | — | — |