WIN-DOR, Inc.'s EIN is 33-0594844.
Download the official 2023 Form 5500 (PDF) for WIN-DOR, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)WIN-DOR, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | CUSTODIAN | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINANCIAL MANAGEMENT NETWORK | 33-0490707 | — | ADVISOR | $13K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in participant loans] | Other | — | — | $342K | 5.5% | |
| participants’ account balances and maturing through April 2029) | Other securities | — | — | $342K | 5.5% | |
| Fully benefit-responsive investment contract Standard Stable Standard Stable Asset Fund Cl 2 | Other securities | — | — | $20K | 0.3% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLAN PERFECT INC | 26-3781194 | — | TPA | $14K | — |
