How big is Winstead Management Group's plan?

Winstead Management Group's plan reported $775K in assets and 15 participants for 2024.

Original filing (PDF)20250626114024NAL0012372896001

Winstead Management Group

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

Form 5500-SF

FILING_RECEIVED

Winstead Management Group Retirement Plan

401(k) retirement plan · Winstead Management Group's Winstead Management Group Retirement Plan held $775K in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$775K

Net assets (EOY)

$775K

People on this filing

Huron Winstead signed Winstead Management Group's 2024 Form 5500 as plan administrator.

Huron Winstead — 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

Winstead Management Group's EIN is 61-1686548.

EIN 61-1686548

Plan number 001

Plan year 2024

ACK ID 20250626114024NAL0012372896001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Winstead Management Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Winstead Management Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

WINSTEAD MANAGEMENT GROUP

EIN

all filings

Address

919 E. MAIN STREET · SUITE 1000, UNIT 1041 · RICHMOND, VA · 23219

Phone

(980) 253-8319

Industry

Engineering Services· Professional & Technical Services

Plan administrator