How big is Leeward Financial Group's plan?

Leeward Financial Group's plan reported $177K in assets and 6 participants for 2024.

Original filing (PDF)20250728135958NAL0003087456001

Leeward Financial Group

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

Form 5500-SF

FILING_RECEIVED

Leeward Financial Group 401(k) Plan

401(k) retirement plan · Leeward Financial Group's Leeward Financial Group 401(k) Plan held $177K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$177K

Net assets (EOY)

$177K

People on this filing

John Piotrowski signed Leeward Financial Group's 2024 Form 5500 as plan administrator.

John Piotrowski — 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

Leeward Financial Group's EIN is 92-3762975.

EIN 92-3762975

Plan number 001

Plan year 2024

ACK ID 20250728135958NAL0003087456001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Leeward Financial Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Leeward Financial Group'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 LEEWARD FINANCIAL GROUP.

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