Original filing (PDF)20260501143800NAL0001259409001

Heather Maddox Homes LLC DBA Windermere Real Estate Services Company

Name: Heather Maddox Homes LLC DBA Windermere Real Estate Services Company — Form 5500 Plan 001 (2025)
Creator: Heather Maddox Homes LLC DBA Windermere Real Estate Services Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Windermere Real Estate Retirement Plan and Trust for Agents

Defined-contribution retirement plan · Heather Maddox Homes LLC DBA Windermere Real Estate Services Company's The Windermere Real Estate Retirement Plan and Trust for Agents held $545K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$545K

Net assets (EOY)

$545K

Plan identifiers

Heather Maddox Homes LLC DBA Windermere Real Estate Services Company's EIN is 87-3194506.

EIN 87-3194506

Plan number 001

Plan year 2025

ACK ID 20260501143800NAL0001259409001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Heather Maddox Homes LLC DBA Windermere Real Estate Services Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Heather Maddox Homes LLC DBA Windermere Real Estate Services Company's plan includes profit-sharing, a self-directed brokerage window, a default investment (QDIA).

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.

Finding similar companies…

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 (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

HEATHER MADDOX HOMES LLC DBA WINDERMERE REAL ESTATE SERVICES COMPANY

EIN

all filings

Address

3800 NE 4TH ST · RENTON, WA · 98056

Phone

(206) 330-9185

Industry

Real Estate

Plan administrator