Plan Ledger DOL Form 5500 · updated monthly

Windsor America LLC401(k)

WINDSOR AMERICA 401(K) PLAN · LOCKHART, TX · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Windsor America LLC reported $14,026 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $1,188 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Texas (3,978th of 5,688), and 3,928th of 5,337 in construction. In 2024, employees put in $1.90 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,279,586
Participants with balances217
Active participants348
Employer contributions$413,360
Employee contributions$784,365
Employer contribution per active participant$1,188
Average account balance$24,330
Benefits paid to participants$844,596
Plan auditUnmodified (clean) audit opinion
AuditorBOBER MARKEY FEDOROVICH AND COMPANY
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,026
Total administrative$14,026
The Windsor America LLC 401(k) match · 2024
Employer contribution per active participant$1,188
Median for plans this size$1,313

Windsor America 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 · 20241
ADP, INC. · Loan processing · Recordkeeping$13,699

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

Administrative cost history1
2024$14,026 · 0.27%
Same employer
Similar plansConstruction · Texas
Rago, LTD. TX$5.3M · 0.75%
Envirocon Systems, Inc. TX$5.2M · 0.07%
Trio Electric, LTD. TX$5.2M · 0.92%
L. H. Lacy Company, LTD. TX$5.1M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 934604095 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.