Plan Snapshot
- Plan Sponsor: Windward Consulting Group, INC.
- Sponsor EIN: 541853582
- Sponsor Address: 2291 WOOD OAK DRIVE, HERNDON, VA, 20171
- Plan Type: 401(k)
- Total Participants: 52
- Total Assets: $12.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 52 | $12.1M | $226,995 | $624,481 |
| 2023 | 42 | $10.1M | $172,268 | $457,636 |
| 2022 | 46 | $9.7M | $213,979 | $567,486 |