How big is Windermere Real Estate M2, LLC's plan?

Windermere Real Estate M2, LLC's plan reported $1.1M in assets and 6 participants for 2024.

Original filing (PDF)20250530115531NAL0005231347001

Windermere Real Estate M2, LLC

Name: Windermere Real Estate M2, LLC — Windermere Real, Form 5500 (2024)
Creator: Windermere Real Estate M2, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Windermere Real Estate M2, LLC Retirement Plan

401(k) retirement plan · Windermere Real Estate M2, LLC's Windermere Real Estate M2, LLC Retirement Plan held $1.1M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Windermere Real Estate M2, LLC's EIN is 20-5857252.

EIN 20-5857252

Plan number 001

Plan year 2024

ACK ID 20250530115531NAL0005231347001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Windermere Real Estate M2, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Windermere Real Estate M2, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WINDERMERE REAL ESTATE M2, LLC.

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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