How big is Winstein, Kavensky & Cunningham's plan?

Winstein, Kavensky & Cunningham's plan reported $1.5M in assets and 21 participants for 2024.

Original filing (PDF)20251015105447NAL0002281523001

Winstein, Kavensky & Cunningham

Name: Winstein, Kavensky & Cunningham — Winstein, Kavensky, Form 5500 (2024)
Creator: Winstein, Kavensky & Cunningham
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Winstein, Kavensky & Cunningham 401(k) Savings Plan

401(k) retirement plan · Winstein, Kavensky & Cunningham's Winstein, Kavensky & Cunningham 401(k) Savings Plan held $1.5M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Winstein, Kavensky & Cunningham's EIN is 36-2604911.

EIN 36-2604911

Plan number 002

Plan year 2024

ACK ID 20251015105447NAL0002281523001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Winstein, Kavensky & Cunningham from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Winstein, Kavensky & Cunningham's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WINSTEIN, KAVENSKY & CUNNINGHAM.

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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