Back to filter
Original filing (PDF)20250415115135NAL0005727888001
WINSLOW TECHNOLOGY GROUP, LLC
Form 5500-SF
FILING_RECEIVED
WINSLOW TECHNOLOGY GROUP 401(K) PLAN
401(k) retirement plan
Active participants
87
Accounts w/ balance
105
Plan assets (EOY)
$12.0M
Net assets (EOY)
$12.0M
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
100
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WINSLOW TECHNOLOGY GROUP, LLC.
Plan sponsor
Name
WINSLOW TECHNOLOGY GROUP, LLC
EIN
30-0213189
Address
303 WYMAN STREET, SUITE 210 · WALTHAM, MA · 02451
Phone
(781) 471-5021
Industry
Professional & Technical Servicessee all
Plan administrator
Name
FUTUREPLAN FIDUCIARY SERVICES LLC
EIN
82-3719843
City
BOSTON, MA
Phone
(855) 711-5283
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-15
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Professional & Technical Services plans
BENEFITS ASSURANCE, LLC
BENEFITS ASSURANCE 401(K) PLAN
$12.0M · 318 participants
YES& HOLDINGS LLC
YES& HOLDINGS LLC 401(K) PLAN
$12.0M · 164 participants
DQS INC.
DQS 401K PLAN
$12.0M · 92 participants
VISIQUATE INC.
VISIQUATE INC. RETIREMENT TRUST
$12.1M · 74 participants
R AND D STRATEGIC SOLUTIONS, LLC
R AND D 401(K) PLAN
$12.0M · 13 participants
DEWOLFF, BOBERG & ASSOCIATES
DEWOLFF, BOBERG & ASSOCIATES EMPLOYEES' SAVINGS PLAN
$12.0M · 86 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
