Original filing (PDF)20250701125304NAL0006750243001

VAN WINKLE WEALTH MANAGEMENT GROUP

Name: VAN WINKLE WEALTH MANAGEMENT GROUP — VAN WINKLE WEALTH MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: VAN WINKLE WEALTH MANAGEMENT GROUP

Form 5500-SF

FILING_RECEIVED

VAN WINKLE WEALTH MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$393K

Net assets (EOY)

$393K

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 (96th percentile).

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.

Plan sponsor

Name

VAN WINKLE WEALTH MANAGEMENT GROUP

EIN

14-1888788all filings

Address

263 DEO DRIVE · NEWARK, OH · 43055

Phone

(740) 366-1110

Industry

Finance & Insurancesee all

Plan administrator