Windermere Real Estate Services Company 401(k) Plan: Login, Facts & Contact Information

No recent filing

No Form 5500 has been filed for this plan since plan year 2021. The plan may have been terminated, merged into another plan, or moved to a new sponsor. Everything below comes from its last filing on record.

Windermere Real Estate Services Company 401(k) Plan Facts (plan year 2021)

Plan name
THE WINDERMERE 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
WINDERMERE REAL ESTATE SERVICES COMPANY
Participants
742 (464 active employees)
Former employees with a balance
220
Plan assets
$46,659,041 at Dec 31, 2021
Average account balance
$77,378 across 603 accounts
Employer contributions
$989,436 in plan year 2021 (28% of all contributions)
Recordkeeper
Nationwide
Plan year
Jan 1, 2021 – Dec 31, 2021
Plan established
Jan 1, 2009
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2021 (Jan 1, 2021 – Dec 31, 2021), filed Oct 14, 2022. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2021

  • $3.54 million went into the plan in contributions, $989,436 of it from the employer (28%).
  • $2.61 million was paid out to participants.
  • Investment and other income added $6.23 million.
  • Administrative expenses were $146,880, about $244 per account.

How the Windermere Real Estate Services Company 401(k) changed, 2016–2021

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2016476$25.8 million$743,478$2.84 million
2017498$31.8 million$892,858$1.83 million
2018572$31.9 million$1.09 million$3.75 million
2019741$40.6 million$1.18 million$2.09 million
2020820$39.7 million$889,247$3.26 million
2021742$46.7 million$989,436$2.61 million

Windermere Real Estate Services Company 401(k) Contact Information

Phone
206-527-3801
Mailing address
5424 SAND POINT WAY N.E., SEATTLE WA 98105
Plan sponsor
WINDERMERE REAL ESTATE SERVICES COMPANY
Plan administrator
NATIONAL BENEFIT SERVICES, LLC
Employer identification number (EIN)
91-1619712
Plan number
002

Questions about the Windermere Real Estate Services Company 401(k)

Is the Windermere Real Estate Services Company 401(k) plan still active?

We can't confirm that. The last Form 5500 on record for this plan covers plan year 2021, and no later filing was found under this employer's EIN.

Does Windermere Real Estate Services Company contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2021 the employer contributed $989,436, 28% of all contributions.

Does the Windermere Real Estate Services Company 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Windermere Real Estate Services Company 401(k) plan?

742 participants at the start of plan year 2021, 464 of them active employees, and 220 former employees who still had money in the plan.

What is the average 401(k) balance at Windermere Real Estate Services Company?

About $77,378 per account: $46.7 million in plan assets across 603 accounts with a balance at the end of plan year 2021.

Who manages the Windermere Real Estate Services Company 401(k) accounts?

Nationwide is the plan's recordkeeper, which is where participants log in to see their balance.

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