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Original filing (PDF)20251009133026NAL0003607411001
WINCO DEVELOPMENT, LLC
Form 5500
FILING_RECEIVED
WINCO DEVELOPMENT 401(K) PLAN
401(k) retirement plan
Signals · 1
35% in single holding
Active participants
225
Accounts w/ balance
143
Plan assets (EOY)
$3.5M
Net assets (EOY)
$3.5M
How this plan invests
This plan
21 pooled trusts
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
83
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- Top holding "Transamerica Financial Life Insurance Company State Steet Prtn Series with TA Conser 53,642 units" is 35% of plan.
- 64% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (25 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WINCO DEVELOPMENT, LLC.
Plan sponsor
Name
WINCO DEVELOPMENT, LLC
EIN
27-4131501
Address
203 S. FIRST ST. · LUFKIN, TX · 75901
Phone
(936) 632-6033
Industry
Mining, Quarrying, Oil & Gassee 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
2025-10-09
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
JRBT, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INSURAN | 36-6071399 | — | RECORDKEEPER | $4K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANCE BENEFIT GROUP OF HOUSTON | 76-0500416 | — | TPA | $4K | — |
Investments
3 direct securities · 21 pooled funds· $4.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Pooled Separate Account
$3.2M
21 holdings
Uncategorized
$1.5M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Transamerica Financial Life Insurance Company State Steet Prtn Series with TA Conser 53,642 units | — | — | $54K | $1.2M | 34.9% | |
| STATE STEET PRTN SERIES WITH TA CON TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 503 | Pooled Separate Account | — | — | $1.2M | 34.5% | |
| TRANSAMERICA LARGE CAP GROWTH RET A TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 138 | Pooled Separate Account | — | $2K | $310K | 8.9% | |
| STATE STEET PRTN SERIES WITH TA AGG TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 502 | Pooled Separate Account | — | $8K | $247K | 7.1% | |
| JPMORGAN EQUITY INCOME RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 579 | Pooled Separate Account | — | $4K | $230K | 6.6% | |
| Notes receivable from participants * Various Interest rates from 5.25% to 10.5% | — | — | — | $142K | 4.1% | |
| VANGUARD SMALL-CAP INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 132 | Pooled Separate Account | — | — | $140K | 4.0% | |
| AMERICAN FUNDS NEW PERSPECTIVE RET TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 255 | Pooled Separate Account | — | — | $139K | 4.0% | |
| LORD ABBETT TOTAL RETURN RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 584 | Pooled Separate Account | — | $7K | $134K | 3.9% | |
| STATE STEET PRTN SERIES WITH TA MOD TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 504 | Pooled Separate Account | — | $5K | $132K | 3.8% | |
| Transamerica Financial Life Insurance Company Stable Value Core Account 9,262 units | — | — | $9K | $117K | 3.4% | |
| INVESCO MAIN STREET MID CAP RET ACC TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 098 | Pooled Separate Account | — | $1K | $102K | 2.9% | |
| TRANSAMERICA LARGE CAP VALUE RET AC TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 477 | Pooled Separate Account | — | — | $96K | 2.8% | |
| ALLSPRING PREMIER LARGE CO GROWTH R TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 671 | Pooled Separate Account | — | $2K | $75K | 2.2% | |
| VANGUARD REIT INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 130 | Pooled Separate Account | — | — | $74K | 2.1% | |
| TRANSAMERICA INTL STOCK RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 539 | Pooled Separate Account | — | $2K | $72K | 2.1% | |
| MORGAN STANLEY INSTL GLOBAL STRAT P TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 664 | Pooled Separate Account | — | $5K | $69K | 2.0% | |
| PRUDENTIAL JENN NATURAL RESOURCES R TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 268 | Pooled Separate Account | — | — | $46K | 1.3% | |
| BLACKROCK HEALTH SCIENCES OPS RET A TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 365 | Pooled Separate Account | — | — | $42K | 1.2% | |
| MACQUARIE SCIENCE AND TECHNOLOGY RE TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 267 | Pooled Separate Account | — | — | $28K | 0.8% | |
| ALLSPRING GOVT SECURITIES RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 507 | Pooled Separate Account | — | $1K | $25K | 0.7% | |
| ALLSPRING PRECIOUS METALS RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 272 | Pooled Separate Account | — | — | $17K | 0.5% | |
| PRUDENTIAL JENNISON UTILITY RET ACC TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 269 | Pooled Separate Account | — | — | $17K | 0.5% | |
| FRANKLIN MUTUAL FINANCIAL SERVICES TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 266 | Pooled Separate Account | — | — | $5K | 0.2% |
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