Winholt Equipment 401(k) match, vesting and fees
What Winholt Equipment's 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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Grassi & Co., Cpa'S PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 8,908 defined-contribution plans in manufacturing with 100 to 499 participants.
| Winholt Equipment: employer contribution per participant | $1,221 | |
| Peer median | $1,847 |
| Winholt Equipment: average balance | $70,247 | |
| Peer median | $65,512 |
| Winholt Equipment: admin expenses ÷ assets | 0.22% | |
| Peer median | 0.32% |
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 $8.2M at the end of plan year 2021 to $8.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 280 | $8.7M | $151K | $1,221 | 0.22% | Not published | Form 5500 ↗ |
| 2023 | 243 | $7.3M | $144K | $1,108 | 0.15% | Not published | Form 5500 ↗ |
| 2022 | 260 | $6.3M | $149K | $1,186 | 0.07% | Not published | Form 5500 ↗ |
| 2021 | 228 | $8.2M | $106K | $828 | 0.16% | Not published | Form 5500 ↗ |
Other Winholt Equipment plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Winholt Equipment Corporation Profit Sharing 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 | Profit-sharing · Active | Form 5500 ↗ |
Winholt Equipment Corporation Defined Benefit 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 | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Winholt Equipment match 401(k) contributions?
The match terms for the Win-Holt Equipment Corporation 401(k) Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $151K in employer contributions, about $1,221 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Winholt Equipment 401(k) match vested?
The vesting schedule for the Win-Holt Equipment Corporation 401(k) Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Winholt Equipment 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Win-Holt Equipment Corporation.
I left Winholt Equipment. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Win-Holt Equipment Corporation, (516) 222-0335) or the recordkeeper, Fidelity Investments Institutional. The Winholt Equipment old 401(k) page lists the contacts from every plan filing. Find an old Winholt Equipment 401(k)
Data from the public Form 5500 annual reports Winholt Equipment filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Winholt Equipment. Not financial advice. Report a correction · Methodology