Original filing (PDF)20250729123148NAL0007478674001

WINDY TREE, INC.

Name: WINDY TREE, INC. — WINDY TREE, INC. 401K PLAN, Form 5500 (2024)
Creator: WINDY TREE, INC.

Form 5500-SF

FILING_RECEIVED

WINDY TREE, INC. 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$545K

Net assets (EOY)

$534K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WINDY TREE, INC..

Plan sponsor

Name

WINDY TREE, INC.

EIN

02-0610447

Address

P.O. BOX 2152 · OAKDALE, CA · 95361

Phone

(951) 371-7247

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-29

Pension benefit codes

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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