Windmark Investment Partners, Inc. 401(k) Plan
What public Form 5500 filings show about the Windmark Investment Partners, Inc. 401(k) plan — and how to find and check your own account.
The Windmark Investment Partners, Inc. 401(k) on its latest Form 5500
Windmark Investment Partners, Inc. (EIN 20-0929412) reports WINDMARK INVESTMENT PARTNERS, INC. 401(K) AND PROFIT SHARING PLAN on its most recent Form 5500, with $12.4M in plan assets across 14 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 Windmark Investment Partners, Inc. filing — schedules, fees, and providers.
Who runs the Windmark Investment Partners, Inc. 401(k)?
Windmark Investment Partners, Inc.’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 Windmark Investment Partners, Inc.HR for the recordkeeper’s name and login.
How to check your Windmark Investment Partners, Inc. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask Windmark Investment Partners, Inc. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).