How big is Open Window Financial Solutions Ltd.'s plan?

Open Window Financial Solutions Ltd.'s plan reported $5.6M in assets and 5 participants for 2025.

Original filing (PDF)20260326152801NAL0002932659001

Open Window Financial Solutions Ltd.

Name: Open Window Financial Solutions Ltd. — Open Window, Form 5500 (2025)
Creator: Open Window Financial Solutions Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Open Window 401(k) Profit Sharing Plan

401(k) retirement plan · Open Window Financial Solutions Ltd.'s Open Window 401(k) Profit Sharing Plan held $5.6M in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.6M

Net assets (EOY)

$5.6M

Plan identifiers

Open Window Financial Solutions Ltd.'s EIN is 61-1466519.

EIN 61-1466519

Plan number 001

Plan year 2025

ACK ID 20260326152801NAL0002932659001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Open Window Financial Solutions Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Open Window Financial Solutions Ltd.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OPEN WINDOW FINANCIAL SOLUTIONS LTD.

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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