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Original filing (PDF)20251015075649NAL0002083715001
WINSTON WATER COOLER MANAGEMENT, LLC
Form 5500
FILING_RECEIVED
WINSTON MANAGEMENT, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
623
Accounts w/ balance
621
Plan assets (EOY)
$15.7M
Net assets (EOY)
$15.7M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WINSTON WATER COOLER MANAGEMENT, LLC.
Plan sponsor
Name
WINSTON WATER COOLER MANAGEMENT, LLC
EIN
83-2258285
Address
6626 OAKBROOK BLVD. · DALLAS, TX · 75235
Phone
(214) 748-1484
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PSK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOKF, NA | 73-0780382 | — | TRUSTEE | $48K | — |
Investments
25 direct securities· $15.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BOK Financial Vanguard Target Retirement 2035 Fund | — | — | — | $2.1M | 13.3% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $1.6M | 10.2% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $1.4M | 8.8% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $1.3M | 8.3% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $1.2M | 7.8% | |
| Fidelity 500 Index Fund | — | — | — | $1.2M | 7.6% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $1.1M | 7.2% | |
| T. Rowe Price Growth Stock Fund | — | — | — | $837K | 5.3% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $812K | 5.2% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $759K | 4.8% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $602K | 3.8% | |
| Participant loans * Interest rates ranging from 5.25% to 10.50% | — | — | — | $578K | 3.7% | |
| Vanguard Mid-Cap Index Fund | — | — | — | $406K | 2.6% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $290K | 1.8% | |
| Vanguard Small-Cap Growth Index Fund | — | — | — | $261K | 1.7% | |
| MFS Value Fund | — | — | — | $187K | 1.2% | |
| Invesco Government & Agency Institutional Fund | — | — | — | $180K | 1.1% | |
| American Funds EuroPacific Growth Fund | — | — | — | $172K | 1.1% | |
| Vanguard Inflation-Protected Securities Fund | — | — | — | $151K | 1.0% | |
| Vanguard Target Retirement Income Fund | — | — | — | $114K | 0.7% | |
| American Beacon International Equity Fund | — | — | — | $106K | 0.7% | |
| American Beacon Small-Cap Value Fund | — | — | — | $102K | 0.7% | |
| Vanguard Short-Term Bond Index Fund | — | — | — | $100K | 0.6% | |
| Metropolitan West Total Return Bond Fund | — | — | — | $82K | 0.5% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $3K | <0.1% |
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