How big is Winchester Road CFA's plan?

Winchester Road CFA's plan reported $71K in assets and 31 participants for 2024.

Original filing (PDF)20250710131836NAL0004086035001

Winchester Road CFA

Name: Winchester Road CFA — Winchester Road CFA 401(k), Form 5500 (2024)
Creator: Winchester Road CFA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Winchester Road CFA 401(k) Plan

401(k) retirement plan · Winchester Road CFA's Winchester Road CFA 401(k) Plan held $71K in plan assets for 31 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$71K

Net assets (EOY)

$71K

Plan identifiers

Winchester Road CFA's EIN is 58-2268172.

EIN 58-2268172

Plan number 001

Plan year 2024

ACK ID 20250710131836NAL0004086035001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Winchester Road CFA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

Helping the score