Back to filter
Original filing (PDF)20251010074219NAL0012581056001
WINBRIDGE SBF LTD.
Form 5500-SF
FILING_RECEIVED
WINBRIDGE SBF LTD. 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
18
Accounts w/ balance
24
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WINBRIDGE SBF LTD..
Plan sponsor
Name
WINBRIDGE SBF LTD.
EIN
87-4778872
Address
6450 ROCKSIDE WOODS BLVD · SOUTH #230 · INDEPENDENCE, OH · 44131
Phone
(216) 573-0001
Industry
CPA Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size CPA Offices plans
DEVINE & ASSOCIATES, P.C. D/B/A DCG, P.C.
DCG, P.C. 401(K) PLAN
$2.6M · 4 participants
TERRY L. JONES CPA, LLC
TERRY L. JONES, CPA, LLC 401(K) PLAN
$2.6M · 2 participants
STAFF CIAMPINO & CO., CPAS, PC
STAFF CIAMPINO & CO., P.C. 401(K) PROFIT SHARING PLAN
$2.6M · 20 participants
SMITH & JUST, P.S.
SMITH & JUST, P.S. SAVINGS PLAN
$2.6M · 2 participants
KOLB MAGUIRE, LLC
KOLB MAGUIRE, LLC 401(K) PROFIT SHARING PLAN
$2.6M · 8 participants
SANDRA SPENCER, CPA
SANDRA SPENCER, CPA 401(K) PROFIT SHARING PLAN
$2.6M · 5 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants