Original filing (PDF)20250519112045NAL0000726819001

WINKLER CONSULTING GROUP, INC

Name: WINKLER CONSULTING GROUP, INC — WINKLER CONSULTING GROUP 401(K) PLAN, Form 5500 (2024)
Creator: WINKLER CONSULTING GROUP, INC

Form 5500-SF

FILING_RECEIVED

WINKLER CONSULTING GROUP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$587K

Net assets (EOY)

$587K

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 (91st percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WINKLER CONSULTING GROUP, INC.

Plan sponsor

Name

WINKLER CONSULTING GROUP, INC

EIN

20-1087812

Address

1036 E WALL ST. · MT. PLEASANT, SC · 29464

Phone

(843) 849-6256

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