Original filing (PDF)20251003124439NAL0002294288001

HEATHER MADDOX HOMES LLC DBA WINDERMERE REAL ESTATE SERVICES COMPANY

Name: HEATHER MADDOX HOMES LLC DBA WINDERMERE REAL ESTATE SERVICES COMPANY — THE WINDERMERE REAL ESTATE RETIREMENT PLAN AND TRUST FOR AGENTS, Form 5500 (2024)
Creator: HEATHER MADDOX HOMES LLC DBA WINDERMERE REAL ESTATE SERVICES COMPANY

Form 5500-SF

FILING_RECEIVED

THE WINDERMERE REAL ESTATE RETIREMENT PLAN AND TRUST FOR AGENTS

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$475K

Net assets (EOY)

$475K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HEATHER MADDOX HOMES LLC DBA WINDERMERE REAL ESTATE SERVICES COMPANY.

Plan sponsor

Name

HEATHER MADDOX HOMES LLC DBA WINDERMERE REAL ESTATE SERVICES COMPANY

EIN

87-3194506all filings

Address

3800 NE 4TH ST · RENTON, WA · 98056

Phone

(206) 330-9185

Industry

Real Estatesee all

Plan administrator