How big is Window Specialist Inc.'s plan?

Window Specialist Inc.'s plan reported $2.1M in assets and 37 participants for 2024.

Original filing (PDF)20250721095900NAL0001298145001

Window Specialist Inc.

Name: Window Specialist Inc. — Window Specialist Inc., Form 5500 (2024)
Creator: Window Specialist Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Window Specialist Inc. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Window Specialist Inc.'s Window Specialist Inc. 401(k) Profit Sharing Plan and Trust held $2.1M in plan assets for 37 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Marcus Bowie signed Window Specialist Inc.'s 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Window Specialist Inc.'s EIN is 16-1480907.

EIN 16-1480907

Plan number 001

Plan year 2024

ACK ID 20250721095900NAL0001298145001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Window Specialist Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Window Specialist Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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