How big is Winter Consulting Group LLC's plan?

Winter Consulting Group LLC's plan reported $312K in assets and 15 participants for 2024.

Original filing (PDF)20250729104356NAL0001524851001

Winter Consulting Group LLC

Name: Winter Consulting Group LLC — Winter Consulting, Form 5500 (2024)
Creator: Winter Consulting Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

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

401(k) retirement plan · Winter Consulting Group LLC's Winter Consulting Group LLC 401(k) Profit Sharing Plan & Trust held $312K in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$312K

Net assets (EOY)

$312K

People on this filing

Corinne M Winter signed Winter Consulting Group LLC's 2024 Form 5500 as plan administrator.

Corinne M Winter — 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 Consulting Group LLC's EIN is 47-3552641.

EIN 47-3552641

Plan number 001

Plan year 2024

ACK ID 20250729104356NAL0001524851001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Winter Consulting Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Winter Consulting Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 CONSULTING 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

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 (89th percentile).

Plan sponsor

Name

WINTER CONSULTING GROUP LLC

EIN

all filings

Address

248 3RD ST STE 353 · OAKLAND, CA · 946074375

Phone

(510) 316-9049

Industry

Other Services (ex. Public Admin)

Plan administrator