Original filing (PDF)20250729140849NAL0003421009001

EASTWIND CAPITAL WEALTH MANAGEMENT

Name: EASTWIND CAPITAL WEALTH MANAGEMENT — EASTWIND CAPITAL WEALTH MANAGEMENT SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: EASTWIND CAPITAL WEALTH MANAGEMENT

Form 5500-SF

FILING_RECEIVED

EASTWIND CAPITAL WEALTH MANAGEMENT SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$644

Net assets (EOY)

$228

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

EASTWIND CAPITAL WEALTH MANAGEMENT

EIN

51-0669595

Address

921 EASTWIND DRIVE · SUITE 101 · WESTERVILLE, OH · 43081

Phone

(614) 888-2230

Industry

Finance & Insurancesee all

Plan administrator