How big is The Winvale Group's plan?

The Winvale Group's plan reported $2.0M in assets and 26 participants for 2024.

Original filing (PDF)20250523110418NAL0002691859001

The Winvale Group

Name: The Winvale Group — The Winvale Group 401(k) Plan, Form 5500 (2024)
Creator: The Winvale Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Winvale Group 401(k) Plan

401(k) retirement plan · The Winvale Group's The Winvale Group 401(k) Plan held $2.0M in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

GIAN Stratos signed The Winvale Group's 2024 Form 5500 as plan administrator.

GIAN Stratos — 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 Winvale Group's EIN is 20-0019673.

EIN 20-0019673

Plan number 001

Plan year 2024

ACK ID 20250523110418NAL0002691859001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Winvale Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Winvale Group'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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

THE WINVALE GROUP

EIN

all filings

Address

3951 WESTERRE PARKWAY · SUITE 250 · RICCMOND, VA · 23233

Phone

(202) 296-3542

Industry

Professional & Technical Services

Plan administrator