How big is Windy Financial LLC's plan?

Windy Financial LLC's plan reported $82K in assets and 5 participants for 2024.

Original filing (PDF)20250718155157NAL0002037873001

Windy Financial LLC

Name: Windy Financial LLC — Windy Financial LLC 401(k), Form 5500 (2024)
Creator: Windy Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Windy Financial LLC 401(k) Plan

401(k) retirement plan · Windy Financial LLC's Windy Financial LLC 401(k) Plan held $82K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$82K

Net assets (EOY)

$82K

People on this filing

Marcus Bowie signed Windy Financial LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Windy Financial LLC's EIN is 84-2526027.

EIN 84-2526027

Plan number 001

Plan year 2024

ACK ID 20250718155157NAL0002037873001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WINDY FINANCIAL 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