How big is Windham Foundation, Inc.'s plan?

Windham Foundation, Inc.'s plan reported $3.2M in assets and 42 participants for 2025.

Original filing (PDF)20260318134203NAL0003152049001

Windham Foundation, Inc.

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

Form 5500-SF

FILING_RECEIVED

Windham Foundation Subsidiaries 401(k) Plan

401(k) retirement plan · Windham Foundation, Inc.'s Windham Foundation Subsidiaries 401(k) Plan held $3.2M in plan assets for 42 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

Dan Lerner signed Windham Foundation, Inc.'s 2025 Form 5500 as plan administrator.

Dan Lerner — 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 Foundation, Inc.'s EIN is 13-6142024.

EIN 13-6142024

Plan number 002

Plan year 2025

ACK ID 20260318134203NAL0003152049001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Windham Foundation, 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 WINDHAM FOUNDATION, INC..

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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