Original filing (PDF)20250519095114NAL0002433554001

WINDHAM FINANCIAL GROUP, PC

Name: WINDHAM FINANCIAL GROUP, PC — WINDHAM FINANCIAL GROUP, PC 401(K) PLAN, Form 5500 (2024)
Creator: WINDHAM FINANCIAL GROUP, PC

Form 5500-SF

FILING_RECEIVED

WINDHAM FINANCIAL GROUP, PC 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$821K

Net assets (EOY)

$821K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).

Decision-maker contacts

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

Plan sponsor

Name

WINDHAM FINANCIAL GROUP, PC

EIN

46-4341407all filings

Address

1420 NORTHBROOK DRIVE, SUITE 104 · GARDENDALE, AL · 35071

Phone

(205) 631-3244

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-19

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

DD FLOYD, PC

DD FLOYD, PC 401(K) PLAN

$821K · 2 participants

VOLLMER, DANIEL, GAEBE & GROVE

VOLLMER, DANIEL, GAEBE & GROVE 401K PLAN

$821K · 11 participants

JOSEPH, WILLIAMS, LANE & ASSOCIATES, LLC

JOSEPH, WILLIAMS, LANE & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN

$821K · 5 participants

PHILLIPS FELDMAN GROUP, P.A.

PHILLIPS FELDMAN GROUP, P.A. CASH BALANCE PLAN

$821K · 14 participants

RAINFORD & RAINFORD PC

RAINFORD & RAINFORD PC 401K PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.