Katherine Hall signed Winstead PC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Winstead PC's EIN is 75-2404691.
Download the official 2024 Form 5500 (PDF) for Winstead PC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Winstead PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $92K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY GLOBAL BA | 11-3658445 | — | INVESTMENT ADVISORY | $18K | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COOK STREET CONSULTING | 84-0854432 | — | CONTRACT ADMINISTRATOR | $55K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WHITLEY PENN LLP | 75-2393478 | — | ACCOUNTANT | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WATERLOO CAPITAL LP | 20-1788544 | — | INV ADV, PARTICIPANTS | $13K | — |
