Back to filter
Original filing (PDF)20250908134919NAL0019517137001
WINKLER GROUP, LTD.
Form 5500-SF
FILING_RECEIVED
WINKLER GROUP, LTD. PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
65
Accounts w/ balance
79
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WINKLER GROUP, LTD..
Plan sponsor
Name
WINKLER GROUP, LTD.
EIN
05-0472255
Address
54 TAYLOR DR · RUMFORD, RI · 029161030
Phone
—
Industry
Wholesale Tradesee all
Plan administrator
Name
ANTHONY M. WARD ESQ.
EIN
47-1637791
City
HAUPPAUGE, NY
Phone
(631) 249-0500
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-08
Pension benefit codes
2E · Profit-sharing
2D · Offset of another plan
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Wholesale Trade plans
PPI APPAREL GROUP
PPI APPAREL GROUP 401(K) PLAN
$2.7M · 74 participants
EIGHTY ONE INT'L INC
EIGHTY ONE INT'L INC DEFINED BENEFIT PENSION PLAN
$2.7M · 11 participants
D CROSS B, INC.
D CROSS B, INC. EMPLOYEES PROFIT SHARING PLAN
$2.7M · 2 participants
CLUB COLORS BUYER, LLC
CLUB COLORS BUYER, LLC 401(K) SAVINGS PLAN
$2.7M · 85 participants
BRIDAL COLLECTIVE, INC
BRIDAL COLLECTIVE, INC 401 (K)
$2.7M · 31 participants
TOP THIS INC
TOP THIS INC PENSION PLAN
$2.7M · 5 participants
Large plans in Rhode Island
CVS HEALTH CORPORATION
CVS HEALTH FUTURE FUND 401(K) PLAN
$30.1B · 313,966 participants
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA PENSION PLAN
$19.0B · 51,062 participants
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS US BOND INDEX COMMINGLED POOL
$11.9B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2035 COMMINGLED POOL
$11.3B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2040 COMMINGLED POOL
$11.2B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM BLEND 2030 COMMINGLED POOL
$11.1B