How big is Winco Fundraising, LLC's plan?

Winco Fundraising, LLC's plan reported $229K in assets and 1 participants for 2024.

Original filing (PDF)20250324121705NAL0006888963001

Winco Fundraising, LLC

Name: Winco Fundraising, LLC — Winco Fundraising, LLC, Form 5500 (2024)
Creator: Winco Fundraising, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Winco Fundraising, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Winco Fundraising, LLC's Winco Fundraising, LLC 401(k) Profit Sharing Plan held $229K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$229K

Net assets (EOY)

$229K

People on this filing

Brandon Winfrey signed Winco Fundraising, LLC's 2024 Form 5500 as plan administrator.

Brandon Winfrey — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Winco Fundraising, LLC's EIN is 82-4890751.

EIN 82-4890751

Plan number 001

Plan year 2024

ACK ID 20250324121705NAL0006888963001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Winco Fundraising, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Winco Fundraising, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WINCO FUNDRAISING, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

WINCO FUNDRAISING, LLC

EIN

all filings

Address

4007 BALCONES DR · AUSTIN, TX · 78731

Phone

(703) 582-3619

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator