How big is Windy Tree, Inc.'s plan?

Windy Tree, Inc.'s plan reported $545K in assets and 7 participants for 2024.

Original filing (PDF)20250729123148NAL0007478674001

Windy Tree, Inc.

Name: Windy Tree, Inc. — Windy Tree, Inc. 401(k) Plan, Form 5500 (2024)
Creator: Windy Tree, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Windy Tree, Inc. 401(k) Plan

401(k) retirement plan · Windy Tree, Inc.'s Windy Tree, Inc. 401(k) Plan held $545K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$545K

Net assets (EOY)

$534K

People on this filing

Wendy Quinn signed Windy Tree, Inc.'s 2024 Form 5500 as plan administrator.

Wendy Quinn — 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

Windy Tree, Inc.'s EIN is 02-0610447.

EIN 02-0610447

Plan number 001

Plan year 2024

ACK ID 20250729123148NAL0007478674001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Windy Tree, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Windy Tree, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WINDY TREE, INC..

Finding similar companies…

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