Plan Ledger DOL Form 5500 · updated monthly

Winshape Foundation, Inc.401(k)

WINSHAPE FOUNDATION, INC. 401(K) PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Winshape Foundation, Inc. reported $11,796 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,111 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 0.10% to 0.03%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 579th-largest of 2,160 plans among Georgia employers on file, and the 589th of 3,341 in other services. In 2024, the employer put in $1.52 for every $1.00 employees contributed themselves; active participation has grown from 356 to 459 since 2022.

Plan summary
Net assets, end of year$37,045,185
Participants with balances523
Active participants459
Employer contributions$2,345,926
Employee contributions$1,546,932
Employer contribution per active participant$5,111
Average account balance$70,832
Benefits paid to participants$3,226,241
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$37.0M · 523 accts · $2.3M emplr
2023$31.6M · 480 accts · $2.3M emplr
2022$25.7M · 460 accts · $2.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$479
Investment management$11,317
Total administrative$11,796
The Winshape Foundation, Inc. 401(k) match · 2024
Employer contribution per active participant$5,111
Median for plans this size$2,416
2024$5,111 per active participant
2023$6,210 per active participant
2022$6,008 per active participant

Winshape Foundation, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20242
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$11,317

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$11,796 · 0.03%
2023$24,791 · 0.09%
2022$30,469 · 0.10%
Same employer
Similar plansOther Services · Georgia
Sidel, Inc. GA$62.1M · 0.17%
Dekra North America, Inc. GA$48.9M · 0.64%
World 50 GA$37.9M · 0.13%
In Touch Ministries GA$34.9M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581595471 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.