How big is The Whinn Group, LLC's plan?

The Whinn Group, LLC's plan reported $1.3M in assets and 12 participants for 2025.

Original filing (PDF)20260427100216NAL0004776803001

The Whinn Group, LLC

Name: The Whinn Group, LLC — The Whinn Group, LLC, Form 5500 (2025)
Creator: The Whinn Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Whinn Group, LLC Retirement Plan

401(k) retirement plan · The Whinn Group, LLC's The Whinn Group, LLC Retirement Plan held $1.3M in plan assets for 12 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Diana Kozlowski signed The Whinn Group, LLC's 2025 Form 5500 as plan administrator.

Diana Kozlowski — 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

The Whinn Group, LLC's EIN is 46-2917744.

EIN 46-2917744

Plan number 001

Plan year 2025

ACK ID 20260427100216NAL0004776803001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Whinn Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Whinn Group, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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