How big is Winter & Associates' plan?

Winter & Associates' plan reported $779K in assets and 2 participants for 2024.

Original filing (PDF)20250721100426NAL0001418464001

Winter & Associates

Name: Winter & Associates — Winter & Associates Profit, Form 5500 (2024)
Creator: Winter & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Winter & Associates Profit Sharing Plan

401(k) retirement plan · Winter & Associates' Winter & Associates Profit Sharing Plan held $779K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$779K

Net assets (EOY)

$779K

People on this filing

Arthur Winter signed Winter & Associates' 2024 Form 5500 as plan administrator.

Arthur 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 & Associates' EIN is 51-0512857.

EIN 51-0512857

Plan number 001

Plan year 2024

ACK ID 20250721100426NAL0001418464001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Winter & Associates' plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, 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 WINTER & ASSOCIATES.

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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 average account balance (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

WINTER & ASSOCIATES

EIN

all filings

Address

909 DAVIS ST STE 500 · EVANSTON, IL · 60201

Phone

(847) 492-5400

Industry

Law Offices· Professional & Technical Services

Plan administrator