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Original filing (PDF)20250930151600NAL0012459745001
WINDQUEST GROUP, INC.
Form 5500
FILING_RECEIVED
THE WINDQUEST GROUP 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,018
Accounts w/ balance
1,295
Plan assets (EOY)
$78.7M
Net assets (EOY)
$78.7M
How this plan invests
This plan
19 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 36 bps in Schedule C fees — 122% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WINDQUEST GROUP, INC..
Plan sponsor
Name
WINDQUEST GROUP, INC.
EIN
38-2884003
Address
201 MONROE AVE NW · SUITE 500 · GRAND RAPIDS, MI · 495032213
Phone
(616) 399-8784
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-30
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST | 26-0058143 | — | INVESTMENT ADVISORY | $77K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $203K | — |
Investments
11 direct securities · 19 pooled funds· $78.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$65.5M
19 holdings
Uncategorized
$13.3M
11 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $11.0M | 14.0% | |
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $10.4M | 13.2% | |
| PRIN LIFETIME HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $9.2M | 11.6% | |
| Fidelity 500 Index Fund | — | — | — | $7.2M | 9.2% | |
| PRIN LIFETIME HB 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $6.7M | 8.6% | |
| PRIN LIFETIME HB 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $6.2M | 7.9% | |
| PRIN LIFETIME HY 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $5.2M | 6.6% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $4.2M | 5.3% | |
| PRIN LIFETIME HYB 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $3.3M | 4.2% | |
| WINSLOW LARGE CAP GROWTH CL CT SEI TRUST COMPANY · EIN 84-4930601 / PN 142 | Common Collective Trust | — | — | $2.4M | 3.0% | |
| Principal Trust Company Fidelity Extended Market Index Fund | — | — | — | $1.9M | 2.5% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $1.3M | 1.7% | |
| PRIN LIFETIME HY 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $1.0M | 1.3% | |
| JOHN HNCOCK DSC VL TRS CL P1 JOHN HANCOCK TRUST COMPANY · EIN 85-6153745 / PN 037 | Common Collective Trust | — | — | $994K | 1.3% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $904K | 1.1% | |
| GREATGRAY TRUST EURO GROWTH CT GREAT GRAY TRUST COMPANY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $877K | 1.1% | |
| MFS MID CAP VALUE FD CL CT GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $855K | 1.1% | |
| T. Rowe Price Inst MdCp Eq Gr | — | — | — | $843K | 1.1% | |
| T. Rowe Price QM US SC Gr Eq I | — | — | — | $840K | 1.1% | |
| FIAM CR PL COMM PL CLASS I CIT FIDELITY INST ASSET MGMT TRUST CO · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $755K | 1.0% | |
| PIMCO Income Institutional Fund | — | — | — | $738K | 0.9% | |
| Vanguard Intl Growth Adm Fund | — | — | — | $680K | 0.9% | |
| Amer Beacon SmCap Val Instl Fd | — | — | — | $300K | 0.4% | |
| John Hancock Dsc Val Intl R6 | — | — | — | $238K | 0.3% | |
| Vgd Infl-Prot Sec Adm Fund | — | — | — | $224K | 0.3% | |
| Participants Participant notes receivable bearing interest at rates ranging from 4.25 to 10.50 percent - | — | — | — | $204K | 0.3% | |
| PRIN LIFETIME HYB 2070 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $101K | 0.1% | |
| (E) | — | — | $10K | $58K | <0.1% | |
| PRIN LIFETIME HYB 2015 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $58K | <0.1% | |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $10K | <0.1% |
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