Plan Ledger DOL Form 5500 · updated monthly

Winklevoss Consultants, Inc.401(k)

WINKLEVOSS CONSULTANTS, INC. SAVINGS & RETIREMENT PLAN · GREENWICH, CT · plan year 2022

Reported admin expense ratio · 2022
0.25%

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

Winklevoss Consultants, Inc. reported $71,792 in plan administrative expenses for 2022: 0.25% of average plan assets, below the peer median. Employer contributions averaged $2,845 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 0.25% to 0.07%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other professional & technical services employers. By assets it is the 467th-largest of 1,106 plans among Connecticut employers on file, and the 4,512th of 11,654 in professional & technical services. In 2022, employees put in $2.09 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$26,855,623
Participants with balances118
Active participants143
Employer contributions$406,822
Employee contributions$850,021
Employer contribution per active participant$2,845
Average account balance$227,590
Benefits paid to participants$849,099
Plan auditUnmodified (clean) audit opinion
AuditorREYNOLDS & ROWELLA LLP
Plan history3
Yearassets · accounts · employer contribution
2024$23.2M · 91 accts · $102K emplr
2023$21.3M · 96 accts · $301K emplr
2022$26.9M · 118 accts · $407K emplr
The Winklevoss Consultants, Inc. 401(k) match · 2022
Employer contribution per active participant$2,845
Median for plans this size$2,266
2024$1,173 per active participant
2023$2,765 per active participant
2022$2,845 per active participant

Winklevoss Consultants, Inc.'s 2022 employer contribution ran above the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Recordkeeper by year2
2024T. Rowe Price
2023T. Rowe Price

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Administrative cost history3
2024$15,560 · 0.07%
2023$20,133 · 0.08%
2022$71,792 · 0.25%
Similar plansProfessional & Technical Services · Connecticut
Squadron Capital LLC CT$27.5M · 0.66%
Pelli Clarke & Partners CT$27.2M · 0.37%
Logicsource, Inc. CT$27.0M · 0.34%
Blue Prism Software, Inc. CT$24.0M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521504653 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.