Winslow Investments Limited, INC. DC Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Winslow Investments Limited, INC.
  • Sponsor EIN: 953426775
  • Sponsor Address: 7777 ALVARADO ROAD, SUITE 425, LA MESA, CA, 91942
  • Plan Type: DC
  • Total Participants: 5
  • Total Assets: $16.2M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20255$16.2M$85,219$0
20245$16.2M$85,219$0
20235$15.2M$111,538$0
20225$13.9M$152,210$0

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