How big is Winthrop Intelligence, LLC's plan?

Winthrop Intelligence, LLC's plan reported $515K in assets and 3 participants for 2024.

Original filing (PDF)20251015095917NAL0008632018001

Winthrop Intelligence, LLC

Name: Winthrop Intelligence, LLC — Winthrop Intelligence, Form 5500 (2024)
Creator: Winthrop Intelligence, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Winthrop Intelligence, LLC 401(k) Plan

401(k) retirement plan · Winthrop Intelligence, LLC's Winthrop Intelligence, LLC 401(k) Plan held $515K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$515K

Net assets (EOY)

$515K

People on this filing

Mary JO Normann signed Winthrop Intelligence, LLC's 2024 Form 5500 as plan administrator.

Mary JO Normann — 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

Winthrop Intelligence, LLC's EIN is 26-4466375.

EIN 26-4466375

Plan number 001

Plan year 2024

ACK ID 20251015095917NAL0008632018001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Winthrop Intelligence, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Winthrop Intelligence, 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 WINTHROP INTELLIGENCE, 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

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 (98th percentile).

Plan sponsor

Name

WINTHROP INTELLIGENCE, LLC

EIN

all filings

Address

PO BOX 1240 · CODY, WY · 82414

Phone

(800) 218-2280

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator