How big is Windermere Real Estate-Utah LLC's plan?

Windermere Real Estate-Utah LLC's plan reported $91K in assets and 32 participants for 2024.

Original filing (PDF)20250729161413NAL0005115808001

Windermere Real Estate-Utah LLC

Name: Windermere Real Estate-Utah LLC — Windermere Utah, Form 5500 (2024)
Creator: Windermere Real Estate-Utah LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Windermere Utah 401(k)

401(k) retirement plan · Windermere Real Estate-Utah LLC's Windermere Utah 401(k) held $91K in plan assets for 32 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$91K

Net assets (EOY)

$91K

People on this filing

David Horie signed Windermere Real Estate-Utah LLC's 2024 Form 5500 as plan administrator.

David Horie — 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

Windermere Real Estate-Utah LLC's EIN is 20-2746851.

EIN 20-2746851

Plan number 001

Plan year 2024

ACK ID 20250729161413NAL0005115808001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Windermere Real Estate-Utah LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Windermere Real Estate-Utah LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WINDERMERE REAL ESTATE-UTAH LLC.

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Plan health score

Above-average plan

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

Knocking points off