How big is South Wind Financial, Inc.'s plan?

South Wind Financial, Inc.'s plan reported $1.9M in assets and 37 participants for 2024.

Original filing (PDF)20250606101033NAL0021428704001

South Wind Financial, Inc.

Name: South Wind Financial, Inc. — South Wind Financial, Form 5500 (2024)
Creator: South Wind Financial, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

South Wind Financial 401(k) Plan

401(k) retirement plan · South Wind Financial, Inc.'s South Wind Financial 401(k) Plan held $1.9M in plan assets for 37 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

South Wind Financial, Inc.'s EIN is 88-0463544.

EIN 88-0463544

Plan number 001

Plan year 2024

ACK ID 20250606101033NAL0021428704001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for South Wind Financial, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

South Wind Financial, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUTH WIND FINANCIAL, INC..

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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