Original filing (PDF)20240521220119NAL0003371025022

WINDFALL CONSULTING, LLC

Name: WINDFALL CONSULTING, LLC — WINDFALL CONSULTING, LLC 401(K) PLAN, Form 5500 (2023)
Creator: WINDFALL CONSULTING, LLC

Form 5500-SF

FILING_RECEIVED

WINDFALL CONSULTING, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4K

Net assets (EOY)

$4K

Plan health score

Above-average plan

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WINDFALL CONSULTING, LLC.

Plan sponsor

Name

WINDFALL CONSULTING, LLC

EIN

47-5600018

Address

1826 W MILWAUKEE ST · STOUGHTON, WI · 53589

Phone

(608) 622-1925

Industry

Professional & Technical Servicessee all

Plan administrator

Name

GUIDELINE, INC.

EIN

47-4474775

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-05-21

Pension benefit codes

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)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

TECHNO ADVANCED INC

TECHNO ADVANCED INC 401K PLAN

$4K · 12 participants

VALVSYS LLC

VALVSYS LLC SOCA BENEFIT PLAN

$4K · 2 participants

KROSKA MANAGEMENT LLC

KROSKA MANAGEMENT, LLC 401(K) PLAN

$4K · 1 participants

STONEWALL GROUP LLC

MASSAGE HEIGHTS STONEWALL GROUP

$4K · 13 participants

PET SUSTAINABILITY COALITION

PET SUSTAINABILITY COALITION 401(K) PLAN

$4K