How big is Winton Policy Group, LLC's plan?

Winton Policy Group, LLC's plan reported $975K in assets and 3 participants for 2024.

Original filing (PDF)20251007144716NAL0008139200001

Winton Policy Group, LLC

Name: Winton Policy Group, LLC — Winton Policy Group, LLC, Form 5500 (2024)
Creator: Winton Policy Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Winton Policy Group, LLC Cash Balance Plan

Defined-benefit pension plan · Winton Policy Group, LLC's Winton Policy Group, LLC Cash Balance Plan held $975K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$975K

Net assets (EOY)

$975K

Plan identifiers

Winton Policy Group, LLC's EIN is 83-0674714.

EIN 83-0674714

Plan number 002

Plan year 2024

ACK ID 20251007144716NAL0008139200001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Winton Policy Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Winton Policy Group, LLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WINTON POLICY GROUP, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score