Original filing (PDF)20260429081856NAL0017174208001

The Windham Foundation, Inc.

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

Form 5500-SF

FILING_RECEIVED

The Windham Foundation, Inc. 403(b) Retirement Savings Plan

Defined-contribution retirement plan · The Windham Foundation, Inc.'s The Windham Foundation, Inc. 403(b) Retirement Savings Plan filed a Form 5500 for plan year 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Dan Lerner signed The 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

The Windham Foundation, Inc.'s EIN is 13-6142024.

EIN 13-6142024

Plan number 003

Plan year 2025

ACK ID 20260429081856NAL0017174208001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

The Windham Foundation, Inc.'s plan includes ERISA 404(c) participant direction, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score