Winstead 401(k) Savings And Profit Sharing Plan
Sponsored by Winstead Pc · EIN 752404691 · Plan #001
- Total assets
- $286M
- Net assets
- $286M
- Active participants
- 435
- With balances
- 636
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 |
|---|---|---|
| Waterloo Capital, L.P. CRD 133705 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $92,122 |
| Cook Street Consulting | Contract administrator, Investment advisory (participants), Investment advisory (plan) | $55,241 |
| Whitley Penn Llp | Accounting, Direct payment from the plan | $23,690 |
| Morgan Stanley Global Ba | Investment advisory (plan), Direct payment from the plan | $18,147 |
| Waterloo Capital Lp | Investment advisory (participants), Direct payment from the plan | $13,072 |