Sponsor portfolio
WINDWARD CAPITAL GROUP, INC.
EIN 95-4649878investment bankingLatest filing 2025
Plans
1
Retirement
1
$2.1M assets
Welfare
0
Participants
10
1111 SANTA MONICA BLVD STE 1200 - LOS ANGELES, CA 90025310-893-3016windwardcapital.comLinkedIn1-10 employeesinvestment banking
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WINDWARD CAPITAL GROUP, INC. 401K PLAN | 401k | $2.1M | 10 | 2025 |
Retirement plans