Plan Ledger DOL Form 5500 · updated monthly

Wincorp International, Inc.401(k)

WINCORP INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN AND · MIAMI, FL · plan year 2024

Reported admin expense ratio · 2024
0.38%

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

Wincorp International, Inc. reported $51,209 in plan administrative expenses for 2024: 0.38% of average plan assets, above the peer median. Employer contributions averaged $2,788 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 0.35% to 0.38%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 1,420th-largest of 3,644 plans among Florida employers on file, and 2,446th of 4,246 in wholesale trade. In 2024, employees put in $1.58 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,175,812
Participants with balances286
Active participants253
Employer contributions$705,343
Employee contributions$1,117,513
Employer contribution per active participant$2,788
Average account balance$49,566
Benefits paid to participants$1,828,361
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.2M · 286 accts · $705K emplr
2023$12.5M · 311 accts · $760K emplr
2022$9.5M · 285 accts · $705K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,145
Investment management$38,064
Total administrative$51,209
The Wincorp International, Inc. 401(k) match · 2024
Employer contribution per active participant$2,788
Median for plans this size$2,416
2024$2,788 per active participant
2023$2,744 per active participant
2022$2,547 per active participant

Wincorp International, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20243
JW COLE ADVISORS, INC. · Recordkeeping · Trustee$38,064
ADP, INC. · Loan processing · Recordkeeping$13,145
ADP BROKER-DEALER · Other servicesindirect comp

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

Recordkeeper by year2
2024ADP, JW COLE ADVISORS, INC.
2023ADP, JW COLE ADVISORS, INC.

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Administrative cost history3
2024$51,209 · 0.38%
2023$37,851 · 0.34%
2022$34,184 · 0.35%
Same employer
Similar plansWholesale Trade · Florida
H.A. Motors LLP FL$14.6M · 0.93%

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Source: U.S. Department of Labor, Form 5500 series, EIN 592788629 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.