Assets by plan
Share of aggregate retirement assets
64%top
Sponsor portfolio
WIN TEAM, LLC
EIN 16-1705276mental health careLatest filing 2024
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
84
2502 W. NORTHERN PARKWAY - BALTIMORE, MD 21215410-578-8003winteam.infoLinkedIn11-50 employeesmental health care
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.3M assets / 84 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
WIN TEAM, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$1.5M
Participants37
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
WIN TEAM, LLC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$843K
Participants47
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WIN TEAM, LLC CASH BALANCE PENSION PLAN | CashBalance | $1.5M | 37 | 2024 | |
| 001 | WIN TEAM, LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $843K | 47 | 2024 |
Retirement plans