· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WINDWARD LIFE CARE — WINDWARD LIFE CARE 401K PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250529114445NAL0004800611001
WINDWARD LIFE CARE
Form 5500-SF
FILING_RECEIVED
WINDWARD LIFE CARE 401K PLAN
401(k) retirement plan
Active participants
85
Accounts w/ balance
41
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
WINDWARD LIFE CARE
.
Find decision makers
Plan sponsor
Name
WINDWARD LIFE CARE
EIN
20-1058009
Address
PO BOX 87371 · SAN DIEGO, CA · 92138
Phone
(619) 450-4303
Industry
Health Care & Social Assistance
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
2025-05-29
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
NATIONALITIES SERVICE CENTER
403(B) THRIFT PLAN FOR EMPLOYEES OF NATIONALITIES SERVICE CENTER OF PHILADELPHIA
$2.1M · 45 participants
PATRICK HENRY FAMILY SERVICES OPERATIONS, INC.
PATRICK HENRY FAMILY SERVICES OPERATIONS, INC. 401(K) PLAN
$2.1M · 61 participants
COMMUNITY ACCESS NETWORK, INC.
COMMUNITY ACCESS NETWORK 401(K) PLAN
$2.1M · 58 participants
SERTOMA CENTER INC.
SERTOMA CENTER INC. 401K PLAN
$2.1M · 187 participants
COMMUNITY ACTION AGENCY OF SOM
65
Knocking points off
Only 48% as many balances as active participants — suggests many active employees aren't deferring.
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION AGENCY OF SOMERVILLE, INC.
$2.1M · 80 participants
HAWAII ISLAND COMMUNITY DEV CORP
HAWAII ISLAND COMMUNITY DEVELOPMENT CORPORATION 401(K) PLAN
$2.1M · 8 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
