How big is Windermere Fort Collins, LLC's plan?

Windermere Fort Collins, LLC's plan reported $146K in assets and 3 participants for 2024.

Original filing (PDF)20250509162552NAL0020356528001

Windermere Fort Collins, LLC

Name: Windermere Fort Collins, LLC — Windermere Fort, Form 5500 (2024)
Creator: Windermere Fort Collins, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Windermere Fort Collins, LLC Retirement Plan

401(k) retirement plan · Windermere Fort Collins, LLC's Windermere Fort Collins, LLC Retirement Plan held $146K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$146K

Net assets (EOY)

$146K

Plan identifiers

Windermere Fort Collins, LLC's EIN is 47-1862404.

EIN 47-1862404

Plan number 001

Plan year 2024

ACK ID 20250509162552NAL0020356528001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Windermere Fort Collins, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Windermere Fort Collins, 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 WINDERMERE FORT COLLINS, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

WINDERMERE FORT COLLINS, LLC

EIN

all filings

Address

255 EAST MONROE DRIVE, SUITE 200 · FORT COLLINS, CO · 80525

Phone

(970) 460-3033

Industry

Real Estate

Plan administrator