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WINDERMERE REAL ESTATE WEST SOUND, INC. — WINDERMERE PROPERTY MANAGEMENT WEST SOUND, INC. RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250825131507NAL0013735232001
WINDERMERE REAL ESTATE WEST SOUND, INC.
Form 5500-SF
FILING_RECEIVED
WINDERMERE PROPERTY MANAGEMENT WEST SOUND, INC. RETIREMENT PLAN
401(k) retirement plan
Active participants
35
Accounts w/ balance
49
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
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
WINDERMERE REAL ESTATE WEST SOUND, INC.
.
Find decision makers
Plan sponsor
Name
WINDERMERE REAL ESTATE WEST SOUND, INC.
EIN
26-4154730
Address
9939 MICKELBERRY ROAD NW, SUITE B · SILVERDALE, WA · 98383
Phone
(360) 405-0689
Industry
Real Estate
see all
Plan administrator
Name
NATIONAL BENEFIT SERVICES, LLC
EIN
20-3886993
City
KANSAS CITY, MO
Phone
(801) 532-4000
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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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.
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—
Trustee / custodian
—
Trustee phone
—
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