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Sponsor portfolio

WINDWARD BUILDING GROUP, INC.

EIN 47-5416364-construction-Latest filing 2024
Plans
2
Retirement
2
$2.7M assets
Welfare
0
Participants
24
650 2ND AVE. SOUTH - ST. PETERSBURG, FL 33701727-314-8220windwardbuilding.comLinkedIn11-50 employeesconstruction
Plans on this EIN
2 filings
#002CashBalance-$1.9M - 5 part#001401k-$826K - 19 part

Retirement portfolio analytics

2 plans aggregated / $2.7M assets / 24 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • CASH BALANCE PENSION (#002)69%
  • PROFIT SHARING PLAN (#001)31%
Total $2.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)19
  • CASH BALANCE PENSION (#002)5
Total 24Click 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

WINDWARD BUILDING GROUP, INC. CASH BALANCE PENSION PLAN

CashBalance

Assets$1.9M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

WINDWARD BUILDING GROUP PROFIT SHARING PLAN

401k

Assets$826K
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002WINDWARD BUILDING GROUP, INC. CASH BALANCE PENSION PLANCashBalance$1.9M52024
001WINDWARD BUILDING GROUP PROFIT SHARING PLAN401k$826K192024
Retirement plans
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