How big is Windham Group Inc.'s plan?

Windham Group Inc.'s plan reported $2.8M in assets and 1 participants for 2025.

Original filing (PDF)20260414153850NAL0022116803001

Windham Group Inc.

Name: Windham Group Inc. — Windham Group Inc. 401(k), Form 5500 (2025)
Creator: Windham Group Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Windham Group Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Windham Group Inc.'s Windham Group Inc. 401(k) Profit Sharing Plan & Trust held $2.8M in plan assets for 1 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Patricia Shigueta signed Windham Group Inc.'s 2025 Form 5500 as plan administrator.

Patricia Shigueta — 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

Windham Group Inc.'s EIN is 13-3939206.

EIN 13-3939206

Plan number 001

Plan year 2025

ACK ID 20260414153850NAL0022116803001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Windham Group Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Windham Group Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

WINDHAM GROUP INC

EIN

all filings

Address

363 W 22ND ST · NEW YORK, NY · 100112891

Phone

(212) 624-1132

Industry

Finance & Insurance

Plan administrator