How big is Winstead Insurance Agency, LLC's plan?

Winstead Insurance Agency, LLC's plan reported $1.3M in assets and 5 participants for 2024.

Original filing (PDF)20250715142315NAL0003136736001

Winstead Insurance Agency, LLC

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

Form 5500-SF

FILING_RECEIVED

Winstead Insurance Agency, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Winstead Insurance Agency, LLC's Winstead Insurance Agency, LLC 401(k) Profit Sharing Plan held $1.3M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Winstead Insurance Agency, LLC's EIN is 88-4396888.

EIN 88-4396888

Plan number 001

Plan year 2024

ACK ID 20250715142315NAL0003136736001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Winstead Insurance Agency, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Winstead Insurance Agency, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WINSTEAD INSURANCE AGENCY, 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