Original filing (PDF)20251014140033NAL0003094369001

WIND RIVER MANAGEMENT CORPORATION

Name: WIND RIVER MANAGEMENT CORPORATION — WIND RIVER MANAGEMENT 401(K) PLAN, Form 5500 (2024)
Creator: WIND RIVER MANAGEMENT CORPORATION

Form 5500-SF

FILING_RECEIVED

WIND RIVER MANAGEMENT 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

121

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WIND RIVER MANAGEMENT CORPORATION.

Plan sponsor

Name

WIND RIVER MANAGEMENT CORPORATION

EIN

75-2614970

Address

1600 S. MAIN ST · DUNCANVILLE, TX · 75137

Phone

(972) 298-0411

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Name

THE FIDUCIARY STUDIO

EIN

45-1739578

City

ERIE, PA

Phone

(866) 497-5501

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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