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Filters:EIN 411456407 Clear all

Companies

companyWindings Inc.
$51.6Mreported plan assets
EIN: 41-1456407Location: MNPlans: 5Participants: 693Latest: 2023
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Plans

planWindings, Inc. 2012 Amended And Restated Employee Stock Ownership PlanFinancial statement2023 filing
$40.4Mreported assets (EOY)
Sponsor: Windings Inc.EIN: 41-1456407Plan: 003Participants: 182Assets: $40,438,717Net assets: $28.4MAssets / participant: $222.2KLocation: New Ulm, MNLatest: 2023
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planWindings, Inc. 401(K) Salary Savings & Retirement PlanFinancial statementProvider compensation2023 filing
$11.2Mreported assets (EOY)
Sponsor: Careen, Inc. D/B/A Windings, Inc.EIN: 41-1456407Plan: 001Participants: 155Assets: $11,197,324Net assets: $11.2MAssets / participant: $72.2KLocation: New Ulm, MNLatest: 2023
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planCareen Inc. D.B.A. Windings Inc. Employee Welfare Benefit Plan2023 filing
Sponsor: Careen, Inc.EIN: 41-1456407Plan: 501Participants: 144Assets: not reported in the loaded datasetLocation: New Ulm, MNLatest: 2023
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planCareen Inc. D.B.A. Windings Inc. Telehealth Plan2023 filing
Sponsor: Careen, Inc.EIN: 41-1456407Plan: 502Participants: 112Assets: not reported in the loaded datasetLocation: New Ulm, MNLatest: 2023
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planCareen Inc. D.B.A. Windings Inc. Proximal2023 filing
Sponsor: Careen, Inc.EIN: 41-1456407Plan: 503Participants: 100Assets: not reported in the loaded datasetLocation: New Ulm, MNLatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
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Filings

filing2023 Form 5500 — Windings, Inc. 401(K) Salary Savings & Retirement Plan
Sponsor: Careen, Inc. D/B/A Windings, Inc.EIN: 41-1456407Plan: 001Ack ID: 20240920121555NAL0013088480001
filing2023 Form 5500 — Windings, Inc. 2012 Amended And Restated Employee Stock Ownership Plan
Sponsor: Windings Inc.EIN: 41-1456407Plan: 003Ack ID: 20241007165851NAL0007795859001
filing2023 Form 5500 — Careen Inc. D.B.A. Windings Inc. Employee Welfare Benefit Plan
Sponsor: Careen, Inc.EIN: 41-1456407Plan: 501Ack ID: 20240614154420NAL0015459235001
filing2023 Form 5500 — Careen Inc. D.B.A. Windings Inc. Telehealth Plan
Sponsor: Careen, Inc.EIN: 41-1456407Plan: 502Ack ID: 20240614154532NAL0017111667001
filing2023 Form 5500 — Careen Inc. D.B.A. Windings Inc. Proximal
Sponsor: Careen, Inc.EIN: 41-1456407Plan: 503Ack ID: 20240614154608NAL0066261426001