How big is Winbridge Partners LLC's plan?

Winbridge Partners LLC's plan reported $879K in assets and 4 participants for 2024.

Original filing (PDF)20250821090923NAL0006979424001

Winbridge Partners LLC

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

Form 5500-SF

FILING_RECEIVED

Winbridge Partners LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Winbridge Partners LLC's Winbridge Partners LLC 401(k) Profit Sharing Plan held $879K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$879K

Net assets (EOY)

$879K

People on this filing

Richard Weinberg signed Winbridge Partners LLC's 2024 Form 5500 as plan administrator.

Richard Weinberg — 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

Winbridge Partners LLC's EIN is 83-1721395.

EIN 83-1721395

Plan number 001

Plan year 2024

ACK ID 20250821090923NAL0006979424001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Winbridge Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Winbridge Partners LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WINBRIDGE PARTNERS 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 average account balance (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

WINBRIDGE PARTNERS LLC

EIN

all filings

Address

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

Phone

(216) 916-8450

Industry

Finance & Insurance

Plan administrator