Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
WINDES, INC.
EIN 95-3001179accountingLatest filing 2025
Plans
13
Retirement
8
$66.0M assets
Welfare
5
$178K premiums
Participants
1,432
3780 KILROY AIRPORT WAY, SUITE 600 - LONG BEACH, CA 90806562-435-1191windes.comLinkedIn51-200 employeesaccounting
Plans on this EIN
13 filings#016401k-$21.8M - 68 part#018401k-$16.3M - 17 part#017MoneyPurchase-$10.1M - 17 part#002MoneyPurchase-$6.7M - 74 part#020401k-$5.9M - 79 part#019MoneyPurchase-$2.3M - 82 part#022401k-$1.7M - 88 part#021MoneyPurchase-$1.4M - 55 part#505Fully Insured-$117K - 192 lives#503Fully Insured-$24K - 187 lives#504Fully Insured-$23K - 187 lives#506Fully Insured-$14K - 202 lives#502Fully Insured-184 lives
Retirement portfolio analytics
8 plans aggregated / $66.0M assets / 480 participantsParticipants by plan
Active + retired + deferred vested
- +2 more
Benefits portfolio analytics
5 plans / $178K premiums / 952 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$117K
- Dental$24K
- Vision$23K
- Life$14K
Carrier market share
Premium dollars by Schedule A carrier
74%top
- STANDARD INSURANCE COMPANY74%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA26%
- AETNA LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
90%top
- MERITAIN HEALTH90%
- PATRIOT GROWTH INSURANCE SERVICES10%
- WILLNER-MARCH-WHITTEKER0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#016
WINDES, INC. EMPLOYEES PROFIT SHARING/401(K)PLAN I
401k
Assets$21.8M
Participants68
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#018
WINDES, INC. EMPLOYEES PROFIT SHARING/401(K) PLAN II
401k
Assets$16.3M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#017
WINDES, INC. MONEY PURCHASE PENSION PLAN II
MoneyPurchase
Assets$10.1M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WINDES, INC. MONEY PURCHASE PENSION PLAN I
MoneyPurchase
Assets$6.7M
Participants74
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#020
WINDES, INC. EMPLOYEES' PROFIT SHARING/401(K) PLAN III
401k
Assets$5.9M
Participants79
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#019
WINDES, INC. MONEY PURCHASE PENSION PLAN III
MoneyPurchase
Assets$2.3M
Participants82
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#022
WINDES, INC. EMPLOYEES' PROFIT SHARING/401(K) PLAN IV
401k
Assets$1.7M
Participants88
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#021
WINDES, INC. MONEY PURCHASE PENSION PLAN IV
MoneyPurchase
Assets$1.4M
Participants55
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
WINDES, INC. LONG-TERM DISABILITY PLAN
Fully Insured - STANDARD INSURANCE COMPANY
Premiums$117K
Covered lives192
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
WINDES, INC. DENTAL PLAN
Fully Insured - GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$24K
Covered lives187
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
WINDES, INC. VISION PLAN
Fully Insured - GUARDIAN
Premiums$23K
Covered lives187
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506
WINDES, INC. LIFE INSURANCE PLAN
Fully Insured - STANDARD INSURANCE COMPANY
Premiums$14K
Covered lives202
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
WINDES, INC. GROUP MEDICAL PLAN
Fully Insured - MERITAIN HEALTH
Premiums$0
Covered lives184
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans8
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 016 | WINDES, INC. EMPLOYEES PROFIT SHARING/401(K)PLAN I | 401k | $21.8M | 68 | 2025 | |
| 018 | WINDES, INC. EMPLOYEES PROFIT SHARING/401(K) PLAN II | 401k | $16.3M | 17 | 2025 | |
| 017 | WINDES, INC. MONEY PURCHASE PENSION PLAN II | MoneyPurchase | $10.1M | 17 | 2025 | |
| 002 | WINDES, INC. MONEY PURCHASE PENSION PLAN I | MoneyPurchase | $6.7M | 74 | 2025 | |
| 020 | WINDES, INC. EMPLOYEES' PROFIT SHARING/401(K) PLAN III | 401k | $5.9M | 79 | 2025 | |
| 019 | WINDES, INC. MONEY PURCHASE PENSION PLAN III | MoneyPurchase | $2.3M | 82 | 2025 | |
| 022 | WINDES, INC. EMPLOYEES' PROFIT SHARING/401(K) PLAN IV | 401k | $1.7M | 88 | 2025 | |
| 021 | WINDES, INC. MONEY PURCHASE PENSION PLAN IV | MoneyPurchase | $1.4M | 55 | 2025 |
Welfare plans5
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | WINDES, INC. LONG-TERM DISABILITY PLAN | Fully Insured | STANDARD INSURANCE COMPANY | $117K | 192 | 2025 | |
| 503 | WINDES, INC. DENTAL PLAN | Fully Insured | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $24K | 187 | 2025 | |
| 504 | WINDES, INC. VISION PLAN | Fully Insured | GUARDIAN | $23K | 187 | 2025 | |
| 506 | WINDES, INC. LIFE INSURANCE PLAN | Fully Insured | STANDARD INSURANCE COMPANY | $14K | 202 | 2025 | |
| 502 | WINDES, INC. GROUP MEDICAL PLAN | Fully Insured | MERITAIN HEALTH | $0 | 184 | 2025 |
Retirement plans
Welfare plans