How big is The Winfield Group, LLC's plan?

The Winfield Group, LLC's plan reported $20K in assets and 4 participants for 2023.

Original filing (PDF)20250620070515NAL0003688689001

The Winfield Group, LLC

Name: The Winfield Group, LLC — The Winfield Group, LLC, Form 5500 (2023)
Creator: The Winfield Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Winfield Group, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · The Winfield Group, LLC's The Winfield Group, LLC 401(k) Profit Sharing Plan held $20K in plan assets for 4 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$20K

Net assets (EOY)

$20K

Plan identifiers

The Winfield Group, LLC's EIN is 86-0978273.

EIN 86-0978273

Plan number 001

Plan year 2023

ACK ID 20250620070515NAL0003688689001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for The Winfield Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

The Winfield Group, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

Knocking points off