How big is East Wind Advisors LLC's plan?

East Wind Advisors LLC's plan reported $4.2M in assets and 11 participants for 2024.

Original filing (PDF)20250916163506NAL0002169361001

East Wind Advisors LLC

Name: East Wind Advisors LLC — East Wind Advisors 401(k), Form 5500 (2024)
Creator: East Wind Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

East Wind Advisors 401(k) Profit Sharing Plan

401(k) retirement plan · East Wind Advisors LLC's East Wind Advisors 401(k) Profit Sharing Plan held $4.2M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

People on this filing

Joshua Schwartz signed East Wind Advisors LLC's 2024 Form 5500 as plan administrator.

Joshua Schwartz — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

East Wind Advisors LLC's EIN is 02-0566395.

EIN 02-0566395

Plan number 001

Plan year 2024

ACK ID 20250916163506NAL0002169361001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for East Wind Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

East Wind Advisors LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EAST WIND ADVISORS LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score