Original filing (PDF)20230905074159NAL0015443232001

WINTER HAVEN MANAGEMENT SERVICES, LLC

Name: WINTER HAVEN MANAGEMENT SERVICES, LLC — WHMS 401(K) PLAN, Form 5500 (2022)
Creator: WINTER HAVEN MANAGEMENT SERVICES, LLC

Form 5500-SF

FILING_RECEIVED

WHMS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$383K

Net assets (EOY)

$383K

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WINTER HAVEN MANAGEMENT SERVICES, LLC.

Plan sponsor

Name

WINTER HAVEN MANAGEMENT SERVICES, LLC

EIN

82-3611499all filings

Address

346 E. CENTRAL AVENUE · WINTER HAVEN, FL · 33880

Phone

(863) 324-3698

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator