How big is Winningham Becker & Company, LLP's plan?

Winningham Becker & Company, LLP's plan reported $11.6M in assets and 38 participants for 2024.

Original filing (PDF)20250828170855NAL0010500689001

Winningham Becker & Company, LLP

Name: Winningham Becker & Company, LLP — Winningham Becker, Form 5500 (2024)
Creator: Winningham Becker & Company, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Winningham Becker & Company LLP 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Winningham Becker & Company, LLP's Winningham Becker & Company LLP 401(k) Profit Sharing Plan & Trust held $11.6M in plan assets for 38 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.6M

Net assets (EOY)

$11.6M

People on this filing

Plan Sponsor signed Winningham Becker & Company, LLP's 2024 Form 5500 as plan administrator.

Plan Sponsor — 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

Winningham Becker & Company, LLP's EIN is 26-3909854.

EIN 26-3909854

Plan number 002

Plan year 2024

ACK ID 20250828170855NAL0010500689001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Winningham Becker & Company, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Winningham Becker & Company, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WINNINGHAM BECKER & COMPANY, LLP.

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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

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 (92nd percentile).

Plan sponsor

Name

WINNINGHAM BECKER & COMPANY, LLP

EIN

all filings

Address

21031 VENTURA BLVD STE 1000 · WOODLAND HILLS, CA · 91364

Phone

(818) 598-6525

Industry

CPA Offices· Professional & Technical Services

Plan administrator