Original filing (PDF)20250827135150NAL0009445137001

ORCUTT WINSLOW, LLLP

Name: ORCUTT WINSLOW, LLLP — ORCUTT WINSLOW 401(K) SAVINGS & RETIREMENT PLAN, Form 5500 (2024)
Creator: ORCUTT WINSLOW, LLLP

Form 5500-SF

FILING_RECEIVED

ORCUTT WINSLOW 401(K) SAVINGS & RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 ORCUTT WINSLOW, LLLP.

Plan sponsor

Name

ORCUTT WINSLOW, LLLP

EIN

86-0271027

Address

2929 N. CENTRAL AVE., 11TH FLOOR · PHOENIX, AZ · 85012

Phone

(602) 257-1764

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-02-20

Filed

2025-08-27

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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