How big is Winchester Capital Partners, LLC's plan?

Winchester Capital Partners, LLC's plan reported $2.1M in assets and 3 participants for 2024.

Original filing (PDF)20251008090839NAL0005604049001

Winchester Capital Partners, LLC

Name: Winchester Capital Partners, LLC — Winchester, Form 5500 (2024)
Creator: Winchester Capital Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Winchester Capital Technology Partners, LLC Profit Sharing Plan

401(k) retirement plan · Winchester Capital Partners, LLC's Winchester Capital Technology Partners, LLC Profit Sharing Plan held $2.1M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Gillian Nixon signed Winchester Capital Partners, LLC's 2024 Form 5500 as plan administrator.

Gillian Nixon — 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

Winchester Capital Partners, LLC's EIN is 06-1569662.

EIN 06-1569662

Plan number 002

Plan year 2024

ACK ID 20251008090839NAL0005604049001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Winchester Capital Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WINCHESTER CAPITAL PARTNERS, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

WINCHESTER CAPITAL PARTNERS, LLC

EIN

all filings

Address

445 ORANGE STREET · NEW HAVEN, CT · 06511

Phone

(203) 787-5029

Industry

Finance & Insurance

Plan administrator