How big is Van Winkle Wealth Management Group's plan?

Van Winkle Wealth Management Group's plan reported $588K in assets and 1 participants for 2025.

Original filing (PDF)20260313110147NAL0007600321001

Van Winkle Wealth Management Group

Name: Van Winkle Wealth Management Group — Van Winkle, Form 5500 (2025)
Creator: Van Winkle Wealth Management Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Van Winkle Wealth Management Group, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Van Winkle Wealth Management Group's Van Winkle Wealth Management Group, LLC 401(k) Profit Sharing Plan held $588K in plan assets for 1 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$588K

Net assets (EOY)

$588K

Plan identifiers

Van Winkle Wealth Management Group's EIN is 14-1888788.

EIN 14-1888788

Plan number 001

Plan year 2025

ACK ID 20260313110147NAL0007600321001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Van Winkle Wealth Management Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Van Winkle Wealth Management Group'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 VAN WINKLE WEALTH MANAGEMENT GROUP.

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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 (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

VAN WINKLE WEALTH MANAGEMENT GROUP

EIN

all filings

Address

263 DEO DRIVE · NEWARK, OH · 43055

Phone

(740) 366-1110

Industry

Finance & Insurance

Plan administrator