How big is Windward Private Wealth Management Inc.'s plan?

Windward Private Wealth Management Inc.'s plan reported $1.4M in assets and 9 participants for 2024.

Original filing (PDF)20250725161949NAL0009032976001

Windward Private Wealth Management Inc.

Name: Windward Private Wealth Management Inc. — Form 5500 Plan 001 (2024)
Creator: Windward Private Wealth Management Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Windward Private Wealth Management Inc. 401(k) Plan

401(k) retirement plan · Windward Private Wealth Management Inc.'s Windward Private Wealth Management Inc. 401(k) Plan held $1.4M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Windward Private Wealth Management Inc.'s EIN is 48-1217561.

EIN 48-1217561

Plan number 001

Plan year 2024

ACK ID 20250725161949NAL0009032976001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Windward Private Wealth Management Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Windward Private Wealth Management Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WINDWARD PRIVATE WEALTH MANAGEMENT INC..

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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