Original filing (PDF)20231016080700NAL0049958720001

WINSTON RESOURCES, LLC

Name: WINSTON RESOURCES, LLC — WINSTON RESOURCES, LLC PROFIT SHARING AND 401(K) PLAN, Form 5500 (2022)
Creator: WINSTON RESOURCES, LLC

Form 5500

FILING_RECEIVED

WINSTON RESOURCES, LLC PROFIT SHARING AND 401(K) PLAN

401(k) retirement plan

Active participants

2,938

Accounts w/ balance

Plan assets (EOY)

$7.7M

Net assets (EOY)

$7.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WINSTON RESOURCES, LLC.

Plan sponsor

Name

WINSTON RESOURCES, LLC

EIN

13-4086932

Address

122 E. 42ND STREET, SUITE 320 · NEW YORK, NY · 10168

Phone

(212) 557-5000

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER LIFE & ANNUITY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$2K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
SENTINEL PENSION ADVISORS	—	READING, MA	INVESTMENT ADVISOR	$21K	—

Other

Name	EIN	Location	Relation	Direct comp

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.