Original filing (PDF)20250821090923NAL0006979424001

WINBRIDGE PARTNERS LLC

Name: WINBRIDGE PARTNERS LLC — WINBRIDGE PARTNERS LLC 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: WINBRIDGE PARTNERS LLC

Form 5500-SF

FILING_RECEIVED

WINBRIDGE PARTNERS LLC 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$879K

Net assets (EOY)

$879K

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 WINBRIDGE PARTNERS LLC.

Plan sponsor

Name

WINBRIDGE PARTNERS LLC

EIN

83-1721395

Address

6060 PARKLAND BLVD. · SUITE 100 · CLEVELAND, OH · 44124

Phone

(216) 916-8450

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

2025-08-21

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

JENDIA, LLC

JENDIA, LLC 401(K) PROFIT SHARING PLAN

$879K · 20 participants

GAINES AND WELSH FINANCIAL SERVICES INC.

GAINES AND WELSH FINANCIAL SERVICES INC. DEFINED BENEFIT PLAN

$879K · 1 participants

WILLIAMS HUNTER WEALTH GROUP, LLC

WILLIAMS HUNTER WEALTH GROUP, LLC CASH BALANCE PLAN

$879K · 2 participants

CASCADE INVESTMENT ADVISORS, INC.

CASCADE INVESTMENT ADVISORS, INC. 401(K) PLAN

$879K · 6 participants

WH CORNERSTONE INVESTMENTS

WH CORNERSTONE INVESTMENTS 401(K) PROFIT SHARING PLAN