How big is Winthrop Capital Advisors LLC's plan?

Winthrop Capital Advisors LLC's plan reported $20.3M in assets and 33 participants for 2025.

Original filing (PDF)20260519093503NAL0000899665001

Winthrop Capital Advisors LLC

Name: Winthrop Capital Advisors LLC — Winthrop Capital, Form 5500 (2025)
Creator: Winthrop Capital Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Winthrop Capital Advisors LLC 401(k)Plan

401(k) retirement plan · Winthrop Capital Advisors LLC's Winthrop Capital Advisors LLC 401(k)Plan held $20.3M in plan assets for 33 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$20.3M

Net assets (EOY)

$20.3M

People on this filing

Tracey Martensen signed Winthrop Capital Advisors LLC's 2025 Form 5500 as plan administrator.

Tracey Martensen — Plan Administrator — Form 5500 signer
Eric Montague — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Winthrop Capital Advisors LLC's EIN is 81-4158512.

EIN 81-4158512

Plan number 002

Plan year 2025

ACK ID 20260519093503NAL0000899665001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Winthrop Capital Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Winthrop Capital Advisors LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WINTHROP CAPITAL ADVISORS 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

WINTHROP CAPITAL ADVISORS LLC

EIN

all filings

Address

87 KILBY STREET · TWO LIBERTY SQUARE, 9TH FLOOR · BOSTON, MA · 02109

Phone

(617) 570-4600

Industry

Real Estate

Plan administrator