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  1. Companies/
  2. Windermere Insurance Group, LLC

Filings through Oct 24, 2026.

Windermere Insurance Group, LLC

EIN 45-3387144-insurance-Latest filing 2025
Plans
1
Retirement
1
$5.2M assets
Health & Benefits
0
Participants
64
5925 CARNEGLE BLVD., STE 400 - CHARLOTTE, NC 28209704-247-3043windinsgroup.comLinkedIn11-50 employeesinsurance
Plans on this EIN
1 filing
#001401(k)-$5.2M - 64 part

Plan summaries

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

Retirement#001

WINDERMERE INSURANCE GROUP 401(K) RETIREMENT PLAN

401(k)

Assets$5.2M
Participants64
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
#001WINDERMERE INSURANCE GROUP 401(K) RETIREMENT PLAN401(k)$5.2M642025
  • WINDERMERE INSURANCE GROUP 401(K) RETIREMENT PLAN$5.2M
    #001 · 401(k) · 202564
Retirement plans
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