How big is Winters & Company, Ltd.'s plan?

Winters & Company, Ltd.'s plan reported $7.9M in assets and 9 participants for 2024.

Original filing (PDF)20250617104909NAL0001755521001

Winters & Company, Ltd.

Name: Winters & Company, Ltd. — Winters & Company, Ltd., Form 5500 (2024)
Creator: Winters & Company, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Winters & Company, Ltd. 401(k) Plan

401(k) retirement plan · Winters & Company, Ltd.'s Winters & Company, Ltd. 401(k) Plan held $7.9M in plan assets for 9 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.9M

Net assets (EOY)

$7.9M

Plan identifiers

Winters & Company, Ltd.'s EIN is 11-3671256.

EIN 11-3671256

Plan number 001

Plan year 2024

ACK ID 20250617104909NAL0001755521001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Winters & Company, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Winters & Company, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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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