Winston Cole 401(k) match, vesting and fees
What Winston Cole'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 | Bokf, NA | Schedule C ↗ |
| Independent auditor | Bergankdv,ltd. (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.
| Winston Cole: employer contribution per participant | $2,181 | |
| Peer median | $1,216 |
| Winston Cole: average balance | $65,484 | |
| Peer median | $50,590 |
| Winston Cole: admin expenses ÷ assets | 0.42% | |
| 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 $7.9M at the end of plan year 2022 to $8.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 130 | $8.1M | $268K | $2,181 | 0.42% | Not published | Form 5500 ↗ |
| 2023 | 202 | $6.6M | $331K | $1,638 | 0.65% | Not published | Form 5500 ↗ |
| 2022 | 117 | $7.9M | $189K | $1,700 | 0.60% | Not published | Form 5500 ↗ |
Common questions
Does Winston Cole match 401(k) contributions?
The match terms for the Pella of Denver and Northern Colorado 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $268K in employer contributions, about $2,181 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Winston Cole 401(k) match vested?
The vesting schedule for the Pella of Denver and Northern Colorado 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Winston Cole 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Bokf, NA. The plan administrator is Winston Cole, LLC.
I left Winston Cole. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Winston Cole, LLC, (303) 371-3750) or the recordkeeper, Bokf, NA. The Winston Cole old 401(k) page lists the contacts from every plan filing. Find an old Winston Cole 401(k)
Data from the public Form 5500 annual reports Winston Cole filed with the U.S. Department of Labor (plan years 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 Winston Cole. Not financial advice. Report a correction · Methodology