Winn Management Group 401(k) match, vesting and fees
What Winn Management Group'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 | Caron & Bletzer, PLLC (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 136 defined-contribution plans in real estate and rental and leasing with 1,000 to 4,999 participants.
| Winn Management Group: employer contribution per participant | $1,213 | |
| Peer median | $1,502 |
| Winn Management Group: average balance | $34,435 | |
| Peer median | $49,651 |
| Winn Management Group: admin expenses ÷ assets | 0.46% | |
| Peer median | 0.22% |
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 $137M at the end of plan year 2021 to $158M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 5,299 | $158M | $5.6M | $1,213 | 0.46% | Not published | Form 5500 ↗ |
| 2023 | 4,927 | $138M | $4.8M | $1,076 | 0.48% | Not published | Form 5500 ↗ |
| 2022 | 4,520 | $115M | $4.5M | $1,084 | 0.53% | Not published | Form 5500 ↗ |
| 2021 | 4,301 | $137M | $4.1M | $1,017 | 0.44% | Not published | Form 5500 ↗ |
Common questions
Does Winn Management Group match 401(k) contributions?
The match terms for the Winn Management Group 401(k) Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $5.6M in employer contributions, about $1,213 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Winn Management Group 401(k) match vested?
The vesting schedule for the Winn Management Group 401(k) Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Winn Management Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Winn Management Group LLC.
I left Winn Management Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Winn Management Group LLC, (617) 742-4500) or the recordkeeper, Fidelity Investments Institutional. The Winn Management Group old 401(k) page lists the contacts from every plan filing. Find an old Winn Management Group 401(k)
Data from the public Form 5500 annual reports Winn Management Group 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 Winn Management Group. Not financial advice. Report a correction · Methodology