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THE WINVALE GROUP — THE WINVALE GROUP 401K PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250523110418NAL0002691859001
THE WINVALE GROUP
Form 5500-SF
FILING_RECEIVED
THE WINVALE GROUP 401K PLAN
401(k) retirement plan
Active participants
26
Accounts w/ balance
44
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
THE WINVALE GROUP
.
Find decision makers
Plan sponsor
Name
THE WINVALE GROUP
EIN
20-0019673
Address
3951 WESTERRE PARKWAY · SUITE 250 · RICCMOND, VA · 23233
Phone
(202) 296-3542
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-23
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
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EDGE MOOR TECHNOLOGIES, INC.
EDGE MOOR TECHNOLOGIES, INC. CASH BALANCE PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.0M · 2 participants
RENDER SECURITY ENGINEERING, LLC
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Large plans in Virginia
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NG DB MT FIXED INCOME FUND
$13.0B
