How big is Winchester Carlisle Partners, LLC's plan?

Winchester Carlisle Partners, LLC's plan reported $2.0M in assets and 45 participants for 2024.

Original filing (PDF)20250722064347NAL0003028272001

Winchester Carlisle Partners, LLC

Name: Winchester Carlisle Partners, LLC — The Wincar Co, Form 5500 (2024)
Creator: Winchester Carlisle Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Wincar Co 401(k) Savings Plan

401(k) retirement plan · Winchester Carlisle Partners, LLC's The Wincar Co 401(k) Savings Plan held $2.0M in plan assets for 45 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

Winchester Carlisle Partners, LLC's EIN is 80-0150113.

EIN 80-0150113

Plan number 001

Plan year 2024

ACK ID 20250722064347NAL0003028272001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Winchester Carlisle Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Winchester Carlisle Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WINCHESTER CARLISLE PARTNERS, LLC.

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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