Plan Ledger DOL Form 5500 · updated monthly

Winn Management Group LLC401(k)

WINN MANAGEMENT GROUP 401(K) SAVINGS PLAN · BOSTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.46%

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

Winn Management Group LLC reported $684,227 in plan administrative expenses for 2024: 0.46% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,458 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 0.53% to 0.46%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 316th-largest of 2,726 plans among Massachusetts employers on file, and the 78th of 2,096 in real estate & leasing. In 2024, employees put in $2.67 for every $1.00 the employer contributed; active participation has grown from 3,310 to 3,810 since 2022.

Plan summary
Net assets, end of year$157,644,559
Participants with balances4,578
Active participants3,810
Employer contributions$5,553,109
Employee contributions$14,840,324
Employer contribution per active participant$1,458
Average account balance$34,435
Benefits paid to participants$22,014,021
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$157.6M · 4,578 accts · $5.6M emplr
2023$137.7M · 4,427 accts · $4.8M emplr
2022$115.3M · 4,161 accts · $4.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$324,831
Audit (IQPA)$15,000
Total administrative$684,227
The Winn Management Group LLC 401(k) match · 2024
Employer contribution per active participant$1,458
Median for plans this size$3,635
2024$1,458 per active participant
2023$1,326 per active participant
2022$1,363 per active participant

Winn Management Group LLC's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. 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 · 20245
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$324,831
MORGAN STANLEY · Consulting$88,160
CARON AND BLETZER, PLLC · Accounting / audit$15,000
ARTHUR J GALLAGHER RISK MGMT · Other services$8,046
ARTHUR J. GALLAGHER & CO · Legal$7,967

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$684,227 · 0.46%
2023$603,648 · 0.48%
2022$669,658 · 0.53%
Same employer
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American Tower Corporation MA$522.8M · 0.04%
Bp Management, L.P. MA$292.0M · 0.10%
Gid Investment Advisers LLC MA$162.6M · 0.19%
The Rmr Group LLC MA$143.2M · 0.26%
Bg-Ic, LLC MA$110.4M
Cummings Properties, LLC MA$94.5M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042582550 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.