Original filing (PDF)20250428123946NAL0012250833003

EASTWIND FINANCIAL, LLC

Name: EASTWIND FINANCIAL, LLC — EASTWIND FINANCIAL, LLC INCENTIVE SAVINGS PLAN, Form 5500 (2024)
Creator: EASTWIND FINANCIAL, LLC

Form 5500-SF

FILING_RECEIVED

EASTWIND FINANCIAL, LLC INCENTIVE SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EASTWIND FINANCIAL, LLC.

Plan sponsor

Name

EASTWIND FINANCIAL, LLC

EIN

81-2646785

Address

12100 WILSHIRE BOULEVARD · #1050 · LOS ANGELES, CA · 90025

Phone

(310) 278-5333

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-28

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

SUMMIT PEAK INVESTMENTS, LLC

SUMMIT PEAK INVESTMENTS CASH BALANCE PLAN

$1.4M · 5 participants

RESOURCE GROUP LLC

RESOURCE GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST

$1.4M · 6 participants

MORRIS MAYERFELD DBA MAYCO FINANCIAL SERVICES

MAYCO FINANCIAL SERVICES DC RETIREMENT PLAN

$1.4M · 4 participants

PUCKETT & STURGILL WEALTH MANAGEMENT

PUCKETT & STURGILL WEALTH MANAGEMENT 401(K) P/S PLAN

$1.4M · 10 participants

WARANA CAPITAL, LLC

WARANA CAPITAL, LLC 401(K) PLAN