Plan Snapshot
- Plan Sponsor: Winxnet, LLC
- Sponsor EIN: 010528399
- Sponsor Address: 5747 PERIMETER DRIVE, DUBLIN, OH, 43017
- Plan Type: 401(k)
- Total Participants: 236
- Total Assets: $17.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 236 | $17.9M | $203,283 | $1.3M |
| 2023 | 288 | $18.5M | $480,517 | $1.5M |
| 2022 | 333 | $11.6M | $291,957 | $903,570 |
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 |
|---|---|---|---|---|
| CREATIVE PLANNING LLC. | NONE | $73,908 | — | $73,908 |
| THE VANGUARD GROUP, INC. | NONE | $9,180 | — | $9,180 |
| LUTZ & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- LUTZ & COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $83,088
- Estimated Expense Ratio: 0.465% 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 | $83,088 | $73,908 | $9,180 | — | — |
| 2023 | $78,715 | $71,618 | $7,097 | — | — |
| 2022 | $61,632 | $53,080 | $8,552 | — | — |