How big is Winston Partners Group, LLC's plan?

Winston Partners Group, LLC's plan reported $17.2M in assets and 10 participants for 2024.

Original filing (PDF)20250909161542NAL0012978483001

Winston Partners Group, LLC

Name: Winston Partners Group, LLC — Winston Partners, Form 5500 (2024)
Creator: Winston Partners Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Winston Partners Group, LLC 401(k) RATE Group Profit Sharing Plan and Trust

401(k) retirement plan · Winston Partners Group, LLC's Winston Partners Group, LLC 401(k) RATE Group Profit Sharing Plan and Trust held $17.2M in plan assets for 10 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$17.2M

Net assets (EOY)

$17.2M

People on this filing

William Birchfield signed Winston Partners Group, LLC's 2024 Form 5500 as plan administrator.

William Birchfield — 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

Winston Partners Group, LLC's EIN is 54-1682598.

EIN 54-1682598

Plan number 001

Plan year 2024

ACK ID 20250909161542NAL0012978483001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Winston Partners Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Winston Partners Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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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