How big is Windy City Representatives, LLC's plan?

Windy City Representatives, LLC's plan reported $11.5M in assets and 130 participants for 2024.

Original filing (PDF)20250915095629NAL0000638291001

Windy City Representatives, LLC

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

Form 5500-SF

FILING_RECEIVED

Windy City Representatives 401(k) Plan

401(k) retirement plan · Windy City Representatives, LLC's Windy City Representatives 401(k) Plan held $11.5M in plan assets for 130 participants in 2024.

Signals · 1

No auditor on file

Active participants

130

Accounts w/ balance

126

Plan assets (EOY)

$11.5M

Net assets (EOY)

$11.5M

People on this filing

James Wilson signed Windy City Representatives, LLC's 2024 Form 5500 as plan administrator.

James Wilson — 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

Windy City Representatives, LLC's EIN is 36-4656891.

EIN 36-4656891

Plan number 001

Plan year 2024

ACK ID 20250915095629NAL0000638291001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Windy City Representatives, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WINDY CITY REPRESENTATIVES, LLC.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (10th percentile).

Helping the score