What public Form 5500 filings show about the Wind Point Advisors LLC 401(k) plan — and how to find and check your own account.
Wind Point Advisors LLC (EIN 38-3473577) reports WIND POINT ADVISORS LLC EMPLOYEES' SAVINGS PLAN on its most recent Form 5500, with $28.5M in plan assets across 46 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 Wind Point Advisors LLC filing — schedules, fees, and providers.
Wind Point Advisors 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 Wind Point Advisors LLCHR for the recordkeeper’s name and login.
