How big is Windermere Real Estate-Whatcom's plan?

Windermere Real Estate-Whatcom's plan reported $192K in assets and 48 participants for 2025.

Original filing (PDF)20260507093359NAL0003167136001

Windermere Real Estate-Whatcom

Name: Windermere Real Estate-Whatcom — Windermere Real, Form 5500 (2025)
Creator: Windermere Real Estate-Whatcom
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Windermere Real Estate-Whatcom 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Windermere Real Estate-Whatcom's Windermere Real Estate-Whatcom 401(k) Profit Sharing Plan & Trust held $192K in plan assets for 48 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$192K

Net assets (EOY)

$192K

People on this filing

Edward Rojas signed Windermere Real Estate-Whatcom's 2025 Form 5500 as plan administrator.

Edward Rojas — 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 Real Estate-Whatcom's EIN is 91-1645946.

EIN 91-1645946

Plan number 001

Plan year 2025

ACK ID 20260507093359NAL0003167136001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Windermere Real Estate-Whatcom from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Windermere Real Estate-Whatcom'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 REAL ESTATE-WHATCOM.

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