Winmark Corporation 401(k) Savings Plan
Sponsored by Winmark Corporation · EIN 411622691 · Plan #001
- Total assets
- $22.8M
- Net assets
- $22.8M
- Active participants
- 91
- With balances
- 128
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
| Blackrock Fund Advisors CRD 105247 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| T Rowe Price Rps, Inc | Recordkeeping, Investment management, Other services | $13,751 |
| Pimco Funds | Investment management, Shareholder servicing fees | $0 |
| Columbia Funds | Investment management, Shareholder servicing fees | $0 |
| Blackrock Funds | Investment management, Shareholder servicing fees | $0 |
| Dreyfus | Investment management, Shareholder servicing fees | $0 |