Plan Ledger DOL Form 5500 · updated monthly

Winston Brands, Inc.401(k)

WINSTON BRANDS, INC. 401(K) PLAN · ELK GROVE VILLAGE, IL · plan year 2024

Reported admin expense ratio · 2024
0.63%

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

Winston Brands, Inc. reported $110,883 in plan administrative expenses for 2024: 0.63% of average plan assets, higher than ~90% of peers. Employer contributions averaged $741 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 rose from 0.57% to 0.63%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 1,761st-largest of 3,702 plans among Illinois employers on file, and the 1,569th of 5,215 in retail trade. In 2024, employees put in $5.93 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,607,003
Participants with balances326
Active participants302
Employer contributions$223,863
Employee contributions$1,328,111
Employer contribution per active participant$741
Average account balance$57,077
Benefits paid to participants$1,279,655
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$18.6M · 326 accts · $224K emplr
2023$16.3M · 340 accts
2022$15.8M · 453 accts · $579K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$77,658
Investment management$31,750
Total administrative$110,883
The Winston Brands, Inc. 401(k) match · 2024
Employer contribution per active participant$741
Median for plans this size$2,416
2024$741 per active participant
2022$1,943 per active participant

Winston Brands, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20242
JOHN HANCOCK USA · Recordkeeping · Investment management$5,618
NORTHWESTERN MUTUAL WEALTH · Investment advisory (participants)$31,750

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$110,883 · 0.63%
2023$91,707 · 0.57%
2022$95,388 · 0.57%
Same employer
Similar plansRetail Trade · Illinois
Europa Eyewear Corporation IL$19.2M · 0.01%
Universal Pool Company, Inc IL$19.1M · 0.27%
Sunset Food Mart, Inc. IL$18.8M · 0.01%
Loeber Motors, Inc. IL$18.4M · 0.14%
Heller Ford Sales, Inc. IL$18.0M · 0.49%
Coffman Truck Sales, Inc. IL$18.0M · 0.09%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 362735234 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.