How big is JEFF Winton Associates' plan?

JEFF Winton Associates' plan reported $532K in assets and 6 participants for 2024.

Original filing (PDF)20251007112233NAL0002419139001

JEFF Winton Associates

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

Form 5500-SF

FILING_RECEIVED

JEFF Winton Associates 401(k) Plan

401(k) retirement plan · JEFF Winton Associates' JEFF Winton Associates 401(k) Plan held $532K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$532K

Net assets (EOY)

$532K

Plan identifiers

JEFF Winton Associates' EIN is 84-4691460.

EIN 84-4691460

Plan number 001

Plan year 2024

ACK ID 20251007112233NAL0002419139001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JEFF Winton Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JEFF Winton Associates' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JEFF WINTON ASSOCIATES.

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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