How big is Windermere Management LLC's plan?

Windermere Management LLC's plan reported $18K in assets and 1 participants for 2024.

Original filing (PDF)20250722174446NAL0007822402001

Windermere Management LLC

Name: Windermere Management LLC — Windermere Management, Form 5500 (2024)
Creator: Windermere Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Windermere Management LLC 401(k) Plan

401(k) retirement plan · Windermere Management LLC's Windermere Management LLC 401(k) Plan held $18K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$18K

Net assets (EOY)

$18K

People on this filing

Nick Rice signed Windermere Management LLC's 2024 Form 5500 as plan administrator.

Nick Rice — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Windermere Management LLC's EIN is 88-1169702.

EIN 88-1169702

Plan number 001

Plan year 2024

ACK ID 20250722174446NAL0007822402001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Windermere Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Windermere Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WINDERMERE MANAGEMENT LLC.

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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