WINSTEAD PC 401(k) Plan
What public Form 5500 filings show about the WINSTEAD PC 401(k) plan — and how to find and check your own account.
The WINSTEAD PC 401(k) on its latest Form 5500
WINSTEAD PC (EIN 75-2404691) reports WINSTEAD 401(K) SAVINGS AND PROFIT SHARING PLAN on its most recent Form 5500, with $321.5M in plan assets across 591 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full WINSTEAD PC filing — schedules, fees, and providers.
Who runs the WINSTEAD PC 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your WINSTEAD PC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WHITLEY PENN LLP, MORGAN STANLEY GLOBAL BA, COOK STREET CONSULTING, WATERLOO CAPITAL, UNITED HEALTHCARE SERVICES.
How to check your WINSTEAD PC 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask WINSTEAD PC HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).