How big is Winston Estes Financial LLC's plan?

Winston Estes Financial LLC's plan reported $2K in assets and 13 participants for 2024.

Original filing (PDF)20250718200511NAL0003502672001

Winston Estes Financial LLC

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

Form 5500-SF

FILING_RECEIVED

Winston Estes Financial LLC 401(k)

401(k) retirement plan · Winston Estes Financial LLC's Winston Estes Financial LLC 401(k) held $2K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2K

Net assets (EOY)

$2K

People on this filing

Nick Rice signed Winston Estes Financial LLC's 2024 Form 5500 as plan administrator.

Nick Rice — 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

Winston Estes Financial LLC's EIN is 85-4190816.

EIN 85-4190816

Plan number 001

Plan year 2024

ACK ID 20250718200511NAL0003502672001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Winston Estes 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 WINSTON ESTES FINANCIAL LLC.

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Plan health score

Above-average plan

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