Back to filter
Original filing (PDF)20251010091723NAL0012210832001
WINDOW TECHNOLOGY INC DBA WINTECH
Form 5500
FILING_RECEIVED
WINDOW TECHNOLOGY, INC. HEALTH BENEFIT PLAN
Health & welfare plan
Signals · 2
~27940 bps in Sched C feesNo recordkeeper disclosed
Active participants
189
Accounts w/ balance
—
Plan assets (EOY)
$46K
Net assets (EOY)
$13K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 27940 bps in Schedule C fees — 17583% above peer band of 158 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WINDOW TECHNOLOGY INC DBA WINTECH.
Plan sponsor
Name
WINDOW TECHNOLOGY INC DBA WINTECH
EIN
43-1587414
Address
201 INDUSTRIAL DRIVE · MONETT, MO · 65708
Phone
(417) 235-7821
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4Q · Other
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DIGITIAL (CLJM, LLC DBA HM BENEFITS | 58-2522668 | — | BROKER | $28K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UMR | 39-1995276 | — | CLAIMS PROCESSING | $100K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Other plans using UMR
ABBOTT LABORATORIES
ABBOTT LABORATORIES ANNUITY RETIREMENT PLAN
$8.6B · 16,718 participants
WALMART INC.
WALMART INC. ASSOCIATES' HEALTH AND WELFARE PLAN
$902.6M · 1,650,312 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
GROUP BENEFITS PROGRAM
$862.0M · 72,921 participants
TRUSTEES OF MIDDLETOWN WORKS HOURLY & SALARIED UNION RETIREES HEALTH C
MIDDLETOWN WORKS HOURLY & SALARIED UNION RETIREES
$680.8M
BOARD OF TRUSTEES OF CARPENTERS & JOINERS WELFARE FUND
CARPENTERS & JOINERS WELFARE FUND
$349.6M · 11,199 participants
TRUSTEES FOR THE ELECTRICAL WELFARE TRUST FUND
ELECTRICAL WELFARE TRUST FUND
$300.4M · 11,969 participants
Similar-size Manufacturing plans
ARCHITECTURAL PRODUCTS
ARCHITECTURAL PRODUCTS CBS BENEFIT PLAN
$46K · 11 participants
AIDAN MATTHEW STANLEY
AIDAN MATTHEW STANLEY 401(K) PROFIT SHARING PLAN & TRUST
$46K · 4 participants
VICTORY AWNING, INC.
VICTORY AWNING 401(K) PLAN
$47K · 36 participants
ALL CLEAN ORLANDO LLC
ALL CLEAN ORLANDO 401K PLAN
$47K · 17 participants
ROYALTY FABRICATION, LLC
ROYALTY FABRICATION 401(K) PLAN
$43K · 7 participants
R&B FABRICATION, INC.
R&B FABRICATION, INC. 401(K) PROFIT SHARING PLAN
$43K · 9 participants
Large plans in Missouri
EDWARD D. JONES & CO., L.P.
EDWARD D. JONES & CO. PROFIT SHARING AND 401(K) PLAN
$12.4B · 50,491 participants
BAYER CORPORATION
BAYER CORPORATION SAVINGS AND RETIREMENT PLAN
$10.8B · 17,218 participants
ASCENSION HEALTH DBA ASCENSION HEALTHCARE
ASCENSION HEALTHCARE MASTER PENSION TRUST
$8.0B
BOARD OF TRUSTEES BOILERMAKER-BLACKSMITH NATIONAL
BOILERMAKER-BLACKSMITH NATIONAL PENSION TRUST
$7.5B · 27,660 participants
WASHINGTON UNIVERSITY IN ST. LOUIS
WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN
$7.5B · 27,547 participants
EMERSON ELECTRIC COMPANY
EMERSON ELECTRIC CO. DEFINED CONTRIBUTION PLANS MASTER TRUST
$7.4B