Plan Ledger DOL Form 5500 · updated monthly

The Winrock Group, Inc.401(k)

THE WINROCK GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN AND TRUST · LITTLE ROCK, AR · plan year 2024

Reported admin expense ratio · 2024
0.38%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

The Winrock Group, Inc. reported $39,371 in plan administrative expenses for 2024: 0.38% of average plan assets, above the peer median. Employer contributions averaged $1,288 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.46% to 0.38%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 218th-largest of 456 plans among Arkansas employers on file, and the 2,486th of 5,215 in retail trade. In 2024, employees put in $2.75 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,793,565
Participants with balances349
Active participants339
Employer contributions$436,732
Employee contributions$1,199,498
Employer contribution per active participant$1,288
Average account balance$30,927
Benefits paid to participants$2,154,599
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.8M · 349 accts · $437K emplr
2023$9.9M · 328 accts · $445K emplr
2022$7.6M · 305 accts · $435K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,396
Audit (IQPA)$9,975
Total administrative$39,371
The The Winrock Group, Inc. 401(k) match · 2024
Employer contribution per active participant$1,288
Median for plans this size$2,416
2024$1,288 per active participant
2023$1,279 per active participant
2022$1,279 per active participant

The Winrock Group, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20245
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$26,746
FORVIS-MAZARS · Accounting / audit$9,975
DEFINITI · Contract administrator · Other services$2,649
RAYMOND JAMES INSURANCE GROUP, INC · Other servicesindirect comp
RAYMOND JAMES & ASSOCIATES INC · Other servicesindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$39,371 · 0.38%
2023$21,271 · 0.24%
2022$35,187 · 0.46%
Same employer
Similar plansRetail Trade · Arkansas
Everett Group LLC AR$19.6M · 0.62%
Hays Food Town, Inc. AR$9.8M · 0.35%
W.P. Malone, Inc. AR$8.6M · 0.04%
Ges, Inc. AR$7.8M · 0.61%

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Source: U.S. Department of Labor, Form 5500 series, EIN 710633764 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.