Winstead Non Share Atty 401 K Savings & Profit Sharing Plan
Sponsored by Winstead Pc · EIN 752404691 · Plan #006
- Total assets
- $35.2M
- Net assets
- $35.2M
- Active participants
- 156
- With balances
- 316
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 |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $45,926 |
| Cook Street Consulting | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $27,455 |
| Whitley Penn Llp | Accounting, Direct payment from the plan | $18,798 |
| Morgan Stanley Global Ba | Investment advisory (plan), Direct payment from the plan | $9,375 |