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Original filing (PDF)20250630111939NAL0016294224001

WINSTON PRODUCTS, LLC

Form 5500
FILING_RECEIVED
WINSTON PRODUCTS, LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
105
Accounts w/ balance
142
Plan assets (EOY)
$5.4M
Net assets (EOY)
$5.4M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
  • Top holding "[DFE: SEPARTATE ACCOUNT D (no filing on disk)]" is 100% of plan.
  • No recordkeeper disclosed on Schedule C.
Helping the score
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WINSTON PRODUCTS, LLC.
Plan sponsor
Name
WINSTON PRODUCTS, LLC
EIN
20-1557177
Address
30339 DIAMOND PARKWAY · SUITE 105 · GLENWILLOW, OH · 44139
Phone
(216) 906-6531
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
THE AMERICAN AUDITORS GROUP, LLC
Trustee / custodian
Trustee phone

Service providers (Schedule C)

1 rows
Other
1
NameEINLocationRelationDirect compIndirect comp
ANCORA RETIRMENT PLAN ADVISORS23-2697799INVESTMENT

Investments

1 pooled fund· $5.3M(98% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

PIInvestmentTypeShares / unitsCostCurrent value% of plan
SEPARTATE ACCOUNT D
VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000
Pooled Separate Account
$5.3M98.3%

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