How big is Winmill Software, Inc.'s plan?

Winmill Software, Inc.'s plan reported $10.8M in assets and 63 participants for 2024.

Original filing (PDF)20250724090126NAL0005706912001

Winmill Software, Inc.

Name: Winmill Software, Inc. — Winmill Software, Inc., Form 5500 (2024)
Creator: Winmill Software, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Winmill Software, Inc. 401(k) Savings Plan

401(k) retirement plan · Winmill Software, Inc.'s Winmill Software, Inc. 401(k) Savings Plan held $10.8M in plan assets for 63 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.8M

Net assets (EOY)

$10.8M

People on this filing

Grisel Marquez signed Winmill Software, Inc.'s 2024 Form 5500 as plan administrator.

Grisel Marquez — 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

Winmill Software, Inc.'s EIN is 52-2247044.

EIN 52-2247044

Plan number 001

Plan year 2024

ACK ID 20250724090126NAL0005706912001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Winmill Software, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Winmill Software, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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

Knocking points off