Winn Management Group 401(k) plan

Winn Management Group LLC, Boston, MA. EIN 04-2582550. Annual reports 2009–2024. Also filed as Winn Management Group; Kaelie ST. Pierre.

Winn Management Group LLC has one active retirement plan on file, the Winn Management Group 401(k) Savings Plan, with 5,299 participants and $158 million in assets in 2024. Fidelity has been its recordkeeper since 2018. No traditional pension plan appears in Winn Management Group's filings since 2009.

Active plans: 1
Participants: 5,299
Plan assets: $158 million
401(k) recordkeeper: Fidelity
Plans on file: 1
Industry: Real estate

The plan

Winn Management Group 401(k) Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 04-2582550
Participants (2024): 5,299
Net assets (2024): $158 million
Recordkeeper: FidelityEarlier: Principal (2009–2017)
Plan administrator: Winn Management Group LLC
One Washington Mall, Suite 500
Boston, MA 02108
(617) 742-4500As filed for 2024
In effect since: January 1, 1995

Earlier sponsor: Kaelie ST. Pierre (2020).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	5,299	$158 million	Fidelity
2023	4,927	$138 million	Fidelity
2022	4,520	$115 million	Fidelity
2021	4,301	$137 million	Fidelity
2020	4,069	$122 million	Fidelity
2019	4,038	$109 million	Fidelity
2018	3,622	$89.9 million	Fidelity
2017	4,081	$95.5 million	Principal
2016	3,693	$83.6 million	Principal
2015	3,538	$73.8 million	Principal
2014	3,288	$71.3 million	Principal
2013	3,152	$64.2 million	Principal
2012	3,146	$51.5 million	Principal
2011	3,040	$42.3 million	Principal
2010	2,882	$38.5 million	Principal
2009	2,845	$30.4 million	Principal

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Winn Management Group 401(k) Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((617) 742-4500). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Winn Management Group 401(k) Savings Plan

If you had money in one of these plans

What these numbers are

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