How big is Windermere West, LLC's plan?

Windermere West, LLC's plan reported $847K in assets and 2 participants for 2025.

Original filing (PDF)20260522152725NAL0003332385001

Windermere West, LLC

Name: Windermere West, LLC — Windermere West, LLC, Form 5500 (2025)
Creator: Windermere West, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Windermere West, LLC Retirement Plan

401(k) retirement plan · Windermere West, LLC's Windermere West, LLC Retirement Plan held $847K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$847K

Net assets (EOY)

$847K

Plan identifiers

Windermere West, LLC's EIN is 27-3568372.

EIN 27-3568372

Plan number 001

Plan year 2025

ACK ID 20260522152725NAL0003332385001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Windermere West, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Windermere West, 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 WEST, 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 average account balance (97th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

WINDERMERE WEST, LLC

EIN

all filings

Address

1341 NE ORENCO STATION PARKWAY · HILLSBORO, OR · 97124

Phone

(503) 221-7380

Industry

Real Estate

Plan administrator