Plan Ledger DOL Form 5500 · updated monthly

The Winsford Company, LLC401(k)

THE WINSFORD COMPANY, LLC 401(K) PLAN · ONTARIO, CA · plan year 2024

Reported admin expense ratio · 2024
0.49%

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

The Winsford Company, LLC reported $40,434 in plan administrative expenses for 2024: 0.49% of average plan assets, below the peer median. Employer contributions averaged $996 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 rose from 0.42% to 0.49%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in California (5,806th of 9,483), and 9,329th of 13,661 in manufacturing. In 2024, employees put in $3.66 for every $1.00 the employer contributed; active participation has grown from 160 to 199 since 2022.

Plan summary
Net assets, end of year$8,760,686
Participants with balances230
Active participants199
Employer contributions$198,209
Employee contributions$726,020
Employer contribution per active participant$996
Average account balance$38,090
Benefits paid to participants$631,362
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.8M · 230 accts · $198K emplr
2023$7.6M · 212 accts · $77K emplr
2022$6.8M · 142 accts · $163K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,769
Investment management$24,665
Total administrative$40,434
The The Winsford Company, LLC 401(k) match · 2024
Employer contribution per active participant$996
Median for plans this size$1,313
2024$996 per active participant
2023$426 per active participant
2022$1,018 per active participant

The Winsford Company, LLC's 2024 employer contribution ran below the $1,313 median for plans its size. 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 · 20242
MORGAN STANLEY SMITH BARNEY LLC · Investment advisory (participants)$24,665
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$15,769

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$40,434 · 0.49%
2023$48,616 · 0.67%
2022$30,944 · 0.42%
Same employer
Similar plansManufacturing · California
Lambda, Inc. CA$8.9M · 0.03%
Neato Robotics, Inc. CA$8.8M · 0.26%
Bentek Corporation CA$8.8M · 0.05%
Silvus Technologies, Inc. CA$8.7M · 0.26%
Semifreddi's Bakery CA$8.7M · 0.65%
Bolt Threads, Inc. CA$8.7M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953678631 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.