How big is Winstead Associates, Inc.'s plan?

Winstead Associates, Inc.'s plan reported $984K in assets and 4 participants for 2025.

Original filing (PDF)20260520104249NAL0001523041001

Winstead Associates, Inc.

Name: Winstead Associates, Inc. — Winstead Associates, Form 5500 (2025)
Creator: Winstead Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Winstead Associates, Inc. 401(k) Plan

401(k) retirement plan · Winstead Associates, Inc.'s Winstead Associates, Inc. 401(k) Plan held $984K in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$984K

Net assets (EOY)

$984K

Plan identifiers

Winstead Associates, Inc.'s EIN is 72-1441631.

EIN 72-1441631

Plan number 001

Plan year 2025

ACK ID 20260520104249NAL0001523041001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Winstead Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Winstead Associates, Inc.'s plan includes profit-sharing, 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 WINSTEAD ASSOCIATES, INC..

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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

Knocking points off