How big is Windsong Trust's plan?

Windsong Trust's plan reported $3.2M in assets and 5 participants for 2025.

Original filing (PDF)20260507154101NAL0003350625001

Windsong Trust

Name: Windsong Trust — Windsong Trust Profit Sharing Plan, Form 5500 (2025)
Creator: Windsong Trust
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Windsong Trust Profit Sharing Plan

Defined-contribution retirement plan · Windsong Trust's Windsong Trust Profit Sharing Plan held $3.2M in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

Plan identifiers

Windsong Trust's EIN is 56-2461733.

EIN 56-2461733

Plan number 001

Plan year 2025

ACK ID 20260507154101NAL0003350625001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Windsong Trust from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Windsong Trust's plan includes profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window, life insurance.

Decision-maker contacts

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

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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