Plan Snapshot
- Plan Sponsor: Windsong Capital Partners INC.
- Sponsor EIN: 821419575
- Sponsor Address: 395 S ATLANTIC AVE, ORMOND BEACH, FL, 32176
- Plan Type: DC
- Total Participants: 1
- Total Assets: $1.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 1 | $1.1M | $23,750 | $0 |
| 2024 | 2 | $1.0M | $22,500 | $0 |
| 2023 | 2 | $884,679 | $0 | $0 |
| 2022 | 2 | $686,111 | $0 | $0 |