Plan Ledger DOL Form 5500 · updated monthly

Winco Development, LLC401(k)

WINCO DEVELOPMENT 401(K) PLAN · LUFKIN, TX · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Winco Development, LLC reported $8,740 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $1,026 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 3 years on file its reported administrative ratio has held roughly steady near 0.28%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other mining, oil & gas extraction employers. By assets it is among the smaller plans on file in Texas (4,451st of 5,688), and 537th of 612 in mining, oil & gas extraction. In 2024, employees put in $1.82 for every $1.00 the employer contributed; active participation has grown from 173 to 225 since 2022.

Plan summary
Net assets, end of year$3,468,494
Participants with balances143
Active participants225
Employer contributions$230,760
Employee contributions$420,485
Employer contribution per active participant$1,026
Average account balance$24,255
Benefits paid to participants$381,561
Plan auditUnmodified (clean) audit opinion
AuditorJRBT, PC
Plan history3
Yearassets · accounts · employer contribution
2024$3.5M · 143 accts · $231K emplr
2023$2.9M · 141 accts · $314K emplr
2022$2.4M · 139 accts · $114K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,740
Total administrative$8,740
The Winco Development, LLC 401(k) match · 2024
Employer contribution per active participant$1,026
Median for plans this size$1,313
2024$1,026 per active participant
2023$1,878 per active participant
2022$662 per active participant

Winco Development, 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
TRANSAMERICA FINANCIAL LIFE INSURAN · Recordkeeping · Loan processing$4,463
ALLIANCE BENEFIT GROUP OF HOUSTON · Recordkeeping · Loan processing$4,275

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

Recordkeeper by year2
2024ALLIANCE BENEFIT GROUP OF HOUSTON, Transamerica
2023ALLIANCE BENEFIT GROUP OF HOUSTON, Transamerica

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Administrative cost history3
2024$8,740 · 0.28%
2023$6,463 · 0.25%
2022$7,595 · 0.27%
Same employer
Similar plansMining, Oil & Gas Extraction · Texas
Warrior Technologies, LLC TX$2.8M · 2.10%
Wildcat Oil Tools, LLC TX$2.6M · 0.93%
Reach Wireline, LLC TX$2.6M · 0.97%

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Source: U.S. Department of Labor, Form 5500 series, EIN 274131501 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.