Winstead 401(k) match, vesting and fees
What Winstead'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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Whitley Penn LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,287 defined-contribution plans in professional, scientific, and technical services with 500 to 999 participants.
| Winstead: employer contribution per participant | $12,090 | |
| Peer median | $2,600 |
| Winstead: average balance | $450,126 | |
| Peer median | $84,124 |
| Winstead: admin expenses ÷ assets | 0.07% | |
| Peer median | 0.17% |
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 $289M at the end of plan year 2021 to $286M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 665 | $286M | $7.7M | $12,090 | 0.07% | Not published | Form 5500 ↗ |
| 2023 | 676 | $271M | $7.3M | $11,277 | 0.07% | Not published | Form 5500 ↗ |
| 2022 | 675 | $238M | $6.4M | $9,807 | 0.07% | Not published | Form 5500 ↗ |
| 2021 | 701 | $289M | $6.2M | $9,044 | 0.07% | Not published | Form 5500 ↗ |
Other Winstead plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Winstead Non-Share Atty 401k Savings & 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.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Whitley Penn LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Winstead match 401(k) contributions?
The match terms for the Winstead 401(k) Savings and Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $7.7M in employer contributions, about $12,090 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Winstead 401(k) match vested?
The vesting schedule for the Winstead 401(k) Savings and Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Winstead 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Winstead Retirement Advisory Committee.
I left Winstead. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Winstead Retirement Advisory Committee, (214) 745-5400) or the recordkeeper, Principal Life Insurance Company. The Winstead old 401(k) page lists the contacts from every plan filing. Find an old Winstead 401(k)
Data from the public Form 5500 annual reports Winstead 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 Winstead. Not financial advice. Report a correction · Methodology