What public Form 5500 filings show about the Grace WINS, LLC 401(k) plan — and how to find and check your own account.
Grace WINS, LLC (EIN 81-2735016) reports LEXUS OF WESLEY CHAPEL 401(K) PLAN on its most recent Form 5500, with $7.9M in plan assets across 94 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Grace WINS, LLC filing — schedules, fees, and providers.
Grace WINS, LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Grace WINS, LLCHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): FLORIDA HEALTH ADMINISTRATORS, DENTEMAX, FIDELITY INSURANCE, CIGNA HEALTH AND LIFE INSURANCE COM.