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Original filing (PDF)20250813132807NAL0008183763001
FOUR WINDS INVESTMENTS, INC.
Form 5500-SF
FILING_RECEIVED
THE COMPANY RETIREMENT ACCUMULATION PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
2
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
87
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
90
Knocking points off
- No active participants reported but plan still holds assets.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FOUR WINDS INVESTMENTS, INC..
Plan sponsor
Name
FOUR WINDS INVESTMENTS, INC.
EIN
76-0457453
Address
210 BANANA STREET · LA MARQUE, TX · 77568
Phone
(409) 765-6361
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
006
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2K · 401(m) arrangement
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.