How big is Winter Park Wealth Group LLC's plan?

Winter Park Wealth Group LLC's plan reported $831K in assets and 10 participants for 2025.

Original filing (PDF)20260513100027NAL0006720771001

Winter Park Wealth Group LLC

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

Form 5500-SF

FILING_RECEIVED

Winter Park Wealth Group LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Winter Park Wealth Group LLC's Winter Park Wealth Group LLC 401(k) Profit Sharing Plan & Trust held $831K in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$831K

Net assets (EOY)

$831K

People on this filing

Michael Hlavek signed Winter Park Wealth Group LLC's 2025 Form 5500 as plan administrator.

Michael Hlavek — 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

Winter Park Wealth Group LLC's EIN is 46-3931192.

EIN 46-3931192

Plan number 001

Plan year 2025

ACK ID 20260513100027NAL0006720771001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Winter Park Wealth Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WINTER PARK WEALTH 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