Windward Consulting Group, INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Windward Consulting Group, INC.
  • Sponsor EIN: 541853582
  • Sponsor Address: 1660 INTERNATIONAL DRIVE, MCLEAN, VA, 22102
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 68
  • Total Assets: $14.1M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202568$14.1M$0$0
202452$12.1M$226,995$624,481
202342$10.1M$172,268$457,636
202246$9.7M$213,979$567,486

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