Plan Ledger DOL Form 5500 · updated monthly

Winstead PC401(k)

WINSTEAD 401(K) SAVINGS AND PROFIT SHARING PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Winstead PC reported $202,272 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. Employer contributions averaged $17,676 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 3 years on file its reported administrative ratio has held roughly steady near 0.073%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other professional & technical services employers. By assets it is the 306th-largest of 5,688 plans among Texas employers on file, and the 586th of 11,654 in professional & technical services. In 2024, the employer put in $1.29 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$286,280,325
Participants with balances636
Active participants435
Employer contributions$7,689,042
Employee contributions$5,941,951
Employer contribution per active participant$17,676
Average account balance$450,126
Benefits paid to participants$32,954,648
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$286.3M · 636 accts · $7.7M emplr
2023$270.9M · 651 accts · $7.3M emplr
2022$237.6M · 656 accts · $6.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$147,363
Investment management$31,219
Audit (IQPA)$23,690
Total administrative$202,272
The Winstead PC 401(k) match · 2024
Employer contribution per active participant$17,676
Median for plans this size$4,294
2024$17,676 per active participant
2023$16,647 per active participant
2022$15,391 per active participant

Winstead PC's 2024 employer contribution ran above the $4,294 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 · 20245
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$92,122
COOK STREET CONSULTING · Contract administrator · Investment advisory (participants)$55,241
WHITLEY PENN LLP · Accounting / audit$23,690
MORGAN STANLEY GLOBAL BA · Investment advisory (plan)$18,147
WATERLOO CAPITAL LP · Investment advisory (participants)$13,072

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$202,272 · 0.07%
2023$183,748 · 0.07%
2022$196,204 · 0.07%
All plans at this employer2
WINSTEAD 401(K) SAVINGS AND PROFIT SHARING PLAN401(k)
WINSTEAD NON-SHAREHOLDER ATTORNEY 401(K) SAVINGS & PROFIT SHARING PLAN401(k)
Same employer
Similar plansProfessional & Technical Services · Texas
Jackson Walker LLP TX$309.0M · 0.04%
Fugro (USA) Holdings Inc TX$306.6M · 0.28%
Hks, Inc. TX$290.9M · 0.04%
Freese and Nichols, Inc. TX$274.6M · 0.09%
Bracewell LLP TX$258.0M · 0.02%
Musarubra US, LLC TX$251.0M · 0.00%
Cdi Corporation TX$239.1M · 0.15%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 752404691 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.