Wynden Stark 401(k) match, vesting and fees
What Wynden Stark'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 | Rojas and Associates Cpas (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 2,561 defined-contribution plans in other services with 100 to 499 participants.
| Wynden Stark: employer contribution per participant | $606 | |
| Peer median | $1,803 |
| Wynden Stark: average balance | $25,178 | |
| Peer median | $48,934 |
| Wynden Stark: admin expenses ÷ assets | 0.73% | |
| Peer median | 0.31% |
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 $903K at the end of plan year 2021 to $5.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 537 | $5.7M | $137K | $606 | 0.73% | Not published | Form 5500 ↗ |
| 2023 | 243 | $2.9M | $1,980 | $19 | 0.44% | Not published | Form 5500 ↗ |
| 2022 | 173 | $1.4M | $0 | $0 | 0.64% | Not published | Form 5500 ↗ |
| 2021 | 102 | $903K | $0 | $0 | 0.70% | Not published | 5500-SF ↗ |
Other Wynden Stark plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Wynden Stark LLC 401(k) Profit Sharing Plan and Trust (External)
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) · Active | Form 5500 ↗ |
Common questions
Does Wynden Stark match 401(k) contributions?
The match terms for the Wynden Stark LLC 401(k) Profit Sharing Plan and Trust (Internal) have not been published from its filing yet. The plan year 2024 filing reports $137K in employer contributions, about $606 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Wynden Stark 401(k) match vested?
The vesting schedule for the Wynden Stark LLC 401(k) Profit Sharing Plan and Trust (Internal) is not in the data published so far. Your Summary Plan Description states it.
Who manages the Wynden Stark 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Wynden Stark LLC.
I left Wynden Stark. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Wynden Stark LLC, (512) 387-9634) or the recordkeeper, Fidelity Investments Institutional. The Wynden Stark old 401(k) page lists the contacts from every plan filing. Find an old Wynden Stark 401(k)
Data from the public Form 5500 annual reports Wynden Stark 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 Wynden Stark. Not financial advice. Report a correction · Methodology