Windowrama Enterprises 401(k) match, vesting and fees
What Windowrama Enterprises' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Merrill Lynch Pierce Fenner & Smith | Schedule C ↗ |
| Independent auditor | Cbiz Cpas P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,141 defined-contribution plans in retail trade with 100 to 499 participants.
| Windowrama Enterprises: employer contribution per participant | $2,514 | |
| Peer median | $1,216 |
| Windowrama Enterprises: average balance | $138,811 | |
| Peer median | $50,590 |
| Windowrama Enterprises: admin expenses ÷ assets | 0.40% | |
| Peer median | 0.43% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $19.8M at the end of plan year 2021 to $22.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 216 | $22.2M | $402K | $2,514 | 0.40% | Not published | Form 5500 ↗ |
| 2023 | 215 | $18.3M | $547K | $3,575 | 0.46% | Not published | Form 5500 ↗ |
| 2022 | 239 | $16.8M | $295K | $1,992 | 0.40% | Not published | Form 5500 ↗ |
| 2021 | 217 | $19.8M | $258K | $2,146 | 0.34% | Not published | Form 5500 ↗ |
Other Windowrama Enterprises plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Windowrama Enterprises, Inc Union 401(k) Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Windowrama Enterprises match 401(k) contributions?
The match terms for the Windowrama 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $402K in employer contributions, about $2,514 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Windowrama Enterprises 401(k) match vested?
The vesting schedule for the Windowrama 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Windowrama Enterprises 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Merrill Lynch Pierce Fenner & Smith. The plan administrator is Windowrama Enterprises, Inc..
I left Windowrama Enterprises. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Windowrama Enterprises, Inc., (631) 667-2555) or the recordkeeper, Merrill Lynch Pierce Fenner & Smith. The Windowrama Enterprises old 401(k) page lists the contacts from every plan filing. Find an old Windowrama Enterprises 401(k)
Data from the public Form 5500 annual reports Windowrama Enterprises filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Windowrama Enterprises. Not financial advice. Report a correction · Methodology