Winston Management, Llc 401(k) Plan
Sponsored by Winston Water Cooler Management, Llc · EIN 832258285 · Plan #001
- Total assets
- $15.7M
- Net assets
- $15.7M
- Active participants
- 623
- With balances
- 621
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 |
|---|---|---|
| Bokf, Na | Investment management, Participant loan processing, Trustee (directed) | $48,261 |