How big is Windward Orthopedic Group, Inc.'s plan?

Windward Orthopedic Group, Inc.'s plan reported $2.7M in assets and 10 participants for 2024.

Original filing (PDF)20250922162530NAL0007967714001

Windward Orthopedic Group, Inc.

Name: Windward Orthopedic Group, Inc. — Windward Orthopedi, Form 5500 (2024)
Creator: Windward Orthopedic Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Windward Orthopedic Group, Inc. 401(k) Retirement Savings Plan

401(k) retirement plan · Windward Orthopedic Group, Inc.'s Windward Orthopedic Group, Inc. 401(k) Retirement Savings Plan held $2.7M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.6M

Plan identifiers

Windward Orthopedic Group, Inc.'s EIN is 94-3289736.

EIN 94-3289736

Plan number 001

Plan year 2024

ACK ID 20250922162530NAL0007967714001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Windward Orthopedic Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Windward Orthopedic Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

WINDWARD ORTHOPEDIC GROUP, INC.

EIN

all filings

Address

30 AULIKE STREET, SUITE 201 · KAILUA, HI · 96734

Phone

(808) 261-4658

Industry

Other Services (ex. Public Admin)

Plan administrator