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  2. Windmark Investment Partners, Inc.

Filings through Oct 24, 2026.

Windmark Investment Partners, Inc.

EIN 20-0929412-financial services-Latest filing 2025
Plans
1
Retirement
1
$12.4M assets
Health & Benefits
0
Participants
17
2 RIGHTER PKWY, STE. 105 - WILMINGTON, DE 19803302-655-1750windmarkip.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$12.4M - 17 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

WINDMARK INVESTMENT PARTNERS, INC. 401(K) AND PROFIT SHARING PLAN

401(k)

Assets$12.4M
Participants17
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001WINDMARK INVESTMENT PARTNERS, INC. 401(K) AND PROFIT SHARING PLAN401(k)$12.4M172025
  • WINDMARK INVESTMENT PARTNERS, INC. 401(K) AND PROFIT SHARING PLAN$12.4M
    #001 · 401(k) · 202517
Retirement plans
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