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  2. WINDOW WORLD OF PHOENIX, LLC
Sponsor portfolio

WINDOW WORLD OF PHOENIX, LLC

EIN 20-5066167-Retail Trade-Latest filing 2025
Plans
2
Retirement
2
$10.5M assets
Welfare
0
Participants
17
2530 WEST HOLLY STREET - PHOENIX, AZ 85009602-454-0883windowworldphoenix.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#002TraditionalDB-$8.5M - 9 part#001401k-$2.0M - 8 part

Retirement portfolio analytics

2 plans aggregated / $10.5M assets / 17 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • DEFINED BENEFIT PENSION (#002)81%
  • PHOENIX, LLC 401(K) (#001)19%
Total $10.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PENSION (#002)9
  • PHOENIX, LLC 401(K) (#001)8
Total 17Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

WINDOW WORLD OF PHOENIX, LLC DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$8.5M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

WINDOW WORLD OF PHOENIX, LLC 401(K) PLAN

401k

Assets$2.0M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002WINDOW WORLD OF PHOENIX, LLC DEFINED BENEFIT PENSION PLANTraditionalDB$8.5M92024
001WINDOW WORLD OF PHOENIX, LLC 401(K) PLAN401k$2.0M82025
Retirement plans
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