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

Van Winkle Wealth Management Group, LLC's plan reported $965K in assets and 2 participants for 2024.

Original filing (PDF)20251014175608NAL0001730115001

Van Winkle Wealth Management Group, LLC

Name: Van Winkle Wealth Management Group, LLC — Form 5500 Plan 002 (2024)
Creator: Van Winkle Wealth Management Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Van Winkle Wealth Management Group, LLC Defined Benefit Plan

Defined-benefit pension plan · Van Winkle Wealth Management Group, LLC's Van Winkle Wealth Management Group, LLC Defined Benefit Plan held $965K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$965K

Net assets (EOY)

$965K

Plan identifiers

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

EIN 14-1888788

Plan number 002

Plan year 2024

ACK ID 20251014175608NAL0001730115001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Van Winkle Wealth Management Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Van Winkle Wealth Management Group, LLC's plan includes a defined-benefit pension formula.

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, LLC.

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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