Winn Management Group Llc 401(k) Plan: Login, Facts & Contact Information

Winn Management Group Llc 401(k) Plan Facts

Plan name
WINN MANAGEMENT GROUP 401(K) SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
WINN MANAGEMENT GROUP LLC
Participants
4,927 (3,810 active employees)
Former employees with a balance
1,478
Plan assets
$157,644,559 at Dec 31, 2024
Average account balance
$34,435 across 4,578 accounts
Employer contributions
$5,553,109 in plan year 2024 (22% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1995
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $25.0 million went into the plan in contributions, $5.55 million of it from the employer (22%).
  • $22.0 million was paid out to participants.
  • Investment and other income added $17.7 million.
  • Administrative expenses were $684,227, about $149 per account.

How the Winn Management Group Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20193,622$108.8 million$3.56 million$13.6 million
20204,038$121.5 million$3.77 million$17.0 million
20214,069$136.5 million$4.11 million$15.8 million
20224,301$115.3 million$4.51 million$15.7 million
20234,520$137.7 million$4.76 million$15.5 million
20244,927$157.6 million$5.55 million$22.0 million

Winn Management Group Llc 401(k) Contact Information

Phone
617-742-4500
Mailing address
ONE WASHINGTON MALL SUITE 500, BOSTON MA 02108
Plan sponsor
WINN MANAGEMENT GROUP LLC
Employer identification number (EIN)
04-2582550
Plan number
001

Questions about the Winn Management Group Llc 401(k)

Does Winn Management Group Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $5.55 million, 22% of all contributions.

Does the Winn Management Group Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Winn Management Group Llc 401(k) plan?

4,927 participants at the start of plan year 2024, 3,810 of them active employees, and 1,478 former employees who still had money in the plan.

What is the average 401(k) balance at Winn Management Group Llc?

About $34,435 per account: $157.6 million in plan assets across 4,578 accounts with a balance at the end of plan year 2024.

Who manages the Winn Management Group Llc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Winn Management Group Llc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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