Original filing (PDF)20250609110535NAL0024238624001

WINDSOR ENGINEERING TECHNOLOGIES CO LLC DBA P-TEC

Name: WINDSOR ENGINEERING TECHNOLOGIES CO LLC DBA P-TEC — WINDSOR ENGINEERING TECHNOLOGIES CO LLC DBA P-TEC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: WINDSOR ENGINEERING TECHNOLOGIES CO LLC DBA P-TEC

Form 5500-SF

FILING_RECEIVED

WINDSOR ENGINEERING TECHNOLOGIES CO LLC DBA P-TEC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$232K

Net assets (EOY)

$232K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WINDSOR ENGINEERING TECHNOLOGIES CO LLC DBA P-TEC.

Plan sponsor

Name

WINDSOR ENGINEERING TECHNOLOGIES CO LLC DBA P-TEC

EIN

46-4419498

Address

400 N. PARK AVE., · SUITE 12-B · BRECKENRIDGE, CO · 80424

Phone

(434) 942-0023

Industry

Manufacturingsee 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

2025-06-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Manufacturing plans

COMMUNICATIONS TOWER GROUP, LLC.

COMMUNICATIONS TOWER GROUP, LLC. 401(K) PLAN

$232K · 6 participants

MICROTECH SYSTEMS, INC.

MICROTECH SYSTEMS, INC. 401(K) PLAN

$235K · 9 participants

GENERAL DYNAMICS CORPORATION

GENERAL DYNAMICS CORPORATION EMPLOYMENT TRANSITION BENEFIT PLAN

$228K · 9,879 participants

TERRY CONSULTANTS, INC.

TERRY CONSULTANTS, INC. 401(K) PLAN

$227K · 4 participants

AMERICAN AMPLIFIER TECHNOLOGIES, LLC

AMERICAN AMPLIFIER TECHNOLOGIES, LLC 401(K) PLAN