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WINDWARD WEALTH STRATEGIES, INC.

EIN 47-3147842-financial services-Latest filing 2025
Plans
1
Retirement
1
$941K assets
Welfare
0
Participants
3
2370 STATE ROAD 44, SUITE A - OSHKOSH, WI 54904920-230-6850windwardwealthstrategies.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$941K - 3 part

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Retirement#001

WINDWARD WEALTH STRATEGIES, INC. 401(K) PLAN

401k

Assets$941K
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WINDWARD WEALTH STRATEGIES, INC. 401(K) PLAN401k$941K32025
Retirement plans
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