Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $39.0M assets / 458 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
1 plan / $550K premiums / 161 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
ESOP
401(k)
Fully insured - BERKLEY LIFE
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | WINDOW TECHNOLOGY, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $34.2M | 258 | 2025 |
| #001 | WINTECH 401(K) PLAN | 401(k) | $4.9M | 200 | 2024 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | WINDOW TECHNOLOGY, INC. HEALTH BENEFIT PLAN | Fully insured | BERKLEY LIFE | $550K | 161 | 2025 |