How big is The Winfield Group's plan?

The Winfield Group's plan reported $851K in assets and 3 participants for 2024.

Original filing (PDF)20251117160204NAL0003860978001

The Winfield Group

Name: The Winfield Group — The Winfield Group 401(k) Plan, Form 5500 (2024)
Creator: The Winfield Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Winfield Group 401(k) Plan

401(k) retirement plan · The Winfield Group's The Winfield Group 401(k) Plan held $851K in plan assets for 3 participants in 2024.

Signals · 2

Late filing · 0.0 moHigh average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$851K

Net assets (EOY)

$851K

People on this filing

Travis Winfield signed The Winfield Group's 2024 Form 5500 as plan administrator.

Travis Winfield — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

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

Plan identifiers

The Winfield Group's EIN is 81-5289619.

EIN 81-5289619

Plan number 001

Plan year 2024

ACK ID 20251117160204NAL0003860978001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Winfield Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Winfield Group's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE WINFIELD GROUP.

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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