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Original filing (PDF)20251009112938NAL0006512513001
THE WINSFORD COMPANY, LLC
Form 5500
FILING_RECEIVED
THE WINSFORD COMPANY, LLC 401(K) PLAN
401(k) retirement plan
Active participants
199
Accounts w/ balance
230
Plan assets (EOY)
$8.8M
Net assets (EOY)
$8.8M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE WINSFORD COMPANY, LLC.
Plan sponsor
Name
THE WINSFORD COMPANY, LLC
EIN
95-3678631
Address
1933 EAST LOCUST STREET · ONTARIO, CA · 91761
Phone
(909) 923-4359
Industry
Manufacturingsee 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
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTON LARSON ALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $16K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | INVESTMENT ADVISOR | $25K | — |
Investments
31 direct securities · 1 pooled fund· $8.8M(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.
Uncategorized
$8.6M
31 holdings
Common Collective Trust
$123K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2030 | — | — | — | $2.1M | 23.9% | |
| Fidelity Freedom 2025 | — | — | — | $1.3M | 15.4% | |
| Fidelity Freedom 2035 | — | — | — | $908K | 10.4% | |
| Fidelity Freedom 2040 | — | — | — | $802K | 9.2% | |
| Fidelity Freedom 2045 | — | — | — | $557K | 6.4% | |
| Fidelity Freedom 2020 | — | — | — | $455K | 5.2% | |
| JPMorgan JPM Large Cap Growth R6 | — | — | — | $330K | 3.8% | |
| Fidelity 500 IDX | — | — | — | $271K | 3.1% | |
| Fidelity Freedom 2050 | — | — | — | $267K | 3.0% | |
| Putnam PUTN LG Cap Val | — | — | — | $228K | 2.6% | |
| Participants Participant Loans Rates from 5.25% to 10.50% | — | — | — | $159K | 1.8% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $123K | 1.4% | |
| Fidelity Freedom 2060 | — | — | — | $120K | 1.4% | |
| MFS Intl Diversion R6 | — | — | — | $110K | 1.3% | |
| Columbia Col Sel Mid Cap | — | — | — | $108K | 1.2% | |
| Prudential PGIM Total RTN BD R6 | — | — | — | $106K | 1.2% | |
| Fidelity Freedom 2055 | — | — | — | $95K | 1.1% | |
| Fidelity Mid Cap IDX | — | — | — | $94K | 1.1% | |
| Pimco Income Inst | — | — | — | $79K | 0.9% | |
| Putnam PUTN Small Cap GR R6 | — | — | — | $76K | 0.9% | |
| Fidelity Freedom 2010 | — | — | — | $69K | 0.8% | |
| Pimco Intl BD US | — | — | — | $62K | 0.7% | |
| JPMorgan JPM Mid Cap Growth R6 | — | — | — | $57K | 0.7% | |
| Royce Opportunity IS | — | — | — | $52K | 0.6% | |
| American Funds AF New World R6 | — | — | — | $47K | 0.5% | |
| Fidelity Freedom 2065 | — | — | — | $45K | 0.5% | |
| Fidelity INTL IDX | — | — | — | $38K | 0.4% | |
| Fidelity Small Cap IDX | — | — | — | $25K | 0.3% | |
| Fidelity Emerging MKTS | — | — | — | $21K | 0.2% | |
| Fidelity US Bond IDX | — | — | — | $7K | <0.1% | |
| Fidelity Freedom 2015 | — | — | — | $3K | <0.1% | |
| Fidelity Government MMKT | — | — | — | $2K | <0.1% |