What public Form 5500 filings show about the Windward Private Wealth Management Inc. 401(k) plan — and how to find and check your own account.
Windward Private Wealth Management Inc. (EIN 48-1217561) reports WINDWARD PRIVATE WEALTH MANAGEMENT INC. 401(K) PLAN on its most recent Form 5500, with $1.4M in plan assets across 9 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 Windward Private Wealth Management Inc. filing — schedules, fees, and providers.
Windward Private Wealth Management 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 Windward Private Wealth Management Inc.HR for the recordkeeper’s name and login.
