# Winthrop & Weinstine, P.A. 401(k) Plan
Source: https://planprovider.pro/companies/winthrop-weinstine-p-a-401k-plan

> Winthrop & Weinstine, P.A.'s 401(k) plan: 306 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Winthrop & Weinstine, P.A.

- **Sponsor EIN:** 411722524

- **Sponsor Address:** 225 SOUTH 6TH STREET, MINNEAPOLIS, MN, 55402

- **Plan Type:** 401(k)

- **Total Participants:** 306

- **Total Assets:** $149.2M

## 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|306|$149.2M|$4.9M|$4.3M|

| 2023|286|$126.1M|$4.4M|$3.9M|

| 2022|267|$105.7M|$3.8M|$3.4M|

## 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|$98,575|—|$98,575|

| RYAN INVESTMENT MANAGEMENT INC|INV ADV, PARTICIPANTS|$17,823|—|$17,823|

| BAKER TILLY US, LLP|ACCOUNTANT|$12,075|—|$12,075|

| BAKER TILLY US LLP|Auditor|$12,075|—|$12,075|

| CARLSON CAPITAL MANAGEMENT LLC|INV ADV, PARTICIPANTS|$9,772|—|$9,772|

| VIA ACTUARIAL SOLUTIONS|CONTRACT ADMINISTRATOR|$6,000|—|$6,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BAKER TILLY US LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $156,320

- **Estimated Expense Ratio:** 0.105% 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|$149,482|—|$105,358|$12,075|—|

| 2023|$131,243|—|$97,656|$19,200|—|

| 2022|$147,013|—|$112,833|—|$33,500|

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