Plan Snapshot
- Plan Sponsor: Wynden Stark LLC
- Sponsor EIN: 464805589
- Sponsor Address: 316 W 12TH STREET SUITE 210, AUSTIN, TX, 78701
- Plan Type: 401(k)
- Total Participants: 479
- Total Assets: $5.7M
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 | 479 | $5.7M | $136,950 | $1.2M |
| 2023 | 222 | $2.9M | $1,980 | $917,051 |
| 2022 | 166 | $1.4M | $0 | $741,943 |
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 |
|---|---|---|---|---|
| ROJAS AND ASSOCIATES CPAS | Auditor | $3,500 | — | $3,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,500
- Estimated Expense Ratio: 0.062% 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 | $31,101 | $5,284 | — | $3,500 | — |
| 2023 | $9,329 | — | — | — | — |
| 2022 | $7,238 | $569 | $6,669 | — | — |