Plan Ledger DOL Form 5500 · updated monthly

Winston Water Cooler Management, LLC401(k)

WINSTON MANAGEMENT, LLC 401(K) PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

Winston Water Cooler Management, LLC reported $48,261 in plan administrative expenses for 2024: 0.35% of average plan assets, above the peer median. Employer contributions averaged $1,441 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 0.62% to 0.35%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 2,360th-largest of 5,688 plans among Texas employers on file, and 2,301st of 4,246 in wholesale trade. In 2024, employees put in $2.51 for every $1.00 the employer contributed; active participation has grown from 523 to 623 since 2022.

Plan summary
Net assets, end of year$15,699,619
Participants with balances621
Active participants623
Employer contributions$897,992
Employee contributions$2,256,839
Employer contribution per active participant$1,441
Average account balance$25,281
Benefits paid to participants$986,077
Plan auditUnmodified (clean) audit opinion
AuditorPSK LLP
Plan history3
Yearassets · accounts · employer contribution
2024$15.7M · 621 accts · $898K emplr
2023$11.9M · 570 accts · $783K emplr
2022$7.3M · 513 accts · $680K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,380
Investment management$3,419
Trustee / custodial$15,335
Total administrative$48,261
The Winston Water Cooler Management, LLC 401(k) match · 2024
Employer contribution per active participant$1,441
Median for plans this size$2,416
2024$1,441 per active participant
2023$1,365 per active participant
2022$1,301 per active participant

Winston Water Cooler Management, LLC's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
BOKF, NA · Investment management · Loan processing$48,261

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$48,261 · 0.35%
2023$43,217 · 0.45%
2022$38,520 · 0.62%
Similar plansWholesale Trade · Texas
McRv, Inc. TX$16.4M · 0.43%
Aviva Metals, Inc. TX$15.6M · 0.07%
Hugh M. Cunningham, Inc. TX$15.5M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 832258285 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.