How big is Scale to WIN, Inc.'s plan?

Scale to WIN, Inc.'s plan reported $2.8M in assets and 36 participants for 2025.

Original filing (PDF)20260522051459NAL0003729424001

Scale to WIN, Inc.

Name: Scale to WIN, Inc. — Form 5500 (2025)
Creator: Scale to WIN, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Scale to WIN, Inc.

401(k) retirement plan · Scale to WIN, Inc. held $2.8M in plan assets for 36 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Julie Valente signed Scale to WIN, Inc.'s 2025 Form 5500 as plan administrator.

Julie Valente — 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

Scale to WIN, Inc.'s EIN is 39-3250060.

EIN 39-3250060

Plan number 001

Plan year 2025

ACK ID 20260522051459NAL0003729424001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Scale to WIN, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Scale to WIN, Inc.'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 SCALE TO WIN, INC..

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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