Winn Management Group 401(k) Savings Plan
Sponsored by Winn Management Group Llc · EIN 042582550 · Plan #001
- Total assets
- $158M
- Net assets
- $158M
- Active participants
- 3,810
- With balances
- 4,578
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $324,831 |
| Morgan Stanley | Consulting (general) | $88,160 |
| Caron And Bletzer, Pllc | Accounting | $15,000 |
| Arthur J Gallagher Risk Mgmt | Other services | $8,046 |
| Arthur J. Gallagher & Co | Legal | $7,967 |