How big is Southwind Capital, LLC's plan?

Southwind Capital, LLC's plan reported $42K in assets and 1 participants for 2024.

Original filing (PDF)20250707092458NAL0001501187001

Southwind Capital, LLC

Name: Southwind Capital, LLC — Southwind Capital Employee, Form 5500 (2024)
Creator: Southwind Capital, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Southwind Capital Employee Retirement Plan

401(k) retirement plan · Southwind Capital, LLC's Southwind Capital Employee Retirement Plan held $42K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$42K

Net assets (EOY)

$42K

People on this filing

R. Lee Priest Jr. signed Southwind Capital, LLC's 2024 Form 5500 as plan administrator.

R. Lee Priest Jr. — 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

Southwind Capital, LLC's EIN is 47-5534646.

EIN 47-5534646

Plan number 001

Plan year 2024

ACK ID 20250707092458NAL0001501187001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Southwind Capital, 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 SOUTHWIND CAPITAL, 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 (96th percentile).

Plan sponsor

Name

SOUTHWIND CAPITAL, LLC

EIN

all filings

Address

4285 BEAMERS RDG · WILLIAMSBURG, VA · 23188

Phone

(703) 231-6924

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator