Winterwood, Inc. 401(k) Plan: Login, Facts & Contact Information

Winterwood, Inc. 401(k) Plan Facts

Plan name
WINTERWOOD, INC. 401K PROFIT SHARING PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
WINTERWOOD, INC.
Participants
540 (452 active employees)
Former employees with a balance
126
Plan assets
$10,403,030 at Dec 31, 2024
Average account balance
$17,998 across 578 accounts
Employer contributions
$538,538 in plan year 2024 (31% of all contributions)
Recordkeeper
Voya Retirement Insurance And Annun
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1999
✓ 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 2024 (Jan 1, 2024 – Dec 31, 2024), filed Jul 28, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.72 million went into the plan in contributions, $538,538 of it from the employer (31%).
  • $973,124 was paid out to participants.
  • Investment and other income added $1.01 million.
  • Administrative expenses were $62,289, about $108 per account.

How the Winterwood, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019436$5.79 million$271,612$384,093
2020418$7.00 million$324,952$612,123
2021458$7.90 million$398,729$1.09 million
2022493$7.15 million$417,702$836,450
2023502$8.75 million$453,815$908,562
2024540$10.4 million$538,538$973,124

Winterwood, Inc. 401(k) Contact Information

Phone
859-276-5388
Mailing address
1390 OLIVIA LANE #100, LEXINGTON KY 40517
Plan sponsor
WINTERWOOD, INC.
Employer identification number (EIN)
61-0962620
Plan number
001

Questions about the Winterwood, Inc. 401(k)

Does Winterwood, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $538,538, 31% of all contributions.

Does the Winterwood, Inc 401(k) have automatic enrollment?

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

How many people are in the Winterwood, Inc 401(k) plan?

540 participants at the start of plan year 2024, 452 of them active employees, and 126 former employees who still had money in the plan.

What is the average 401(k) balance at Winterwood, Inc?

About $17,998 per account: $10.4 million in plan assets across 578 accounts with a balance at the end of plan year 2024.

Who manages the Winterwood, Inc 401(k) accounts?

Voya Financial (listed on the filing as VOYA RETIREMENT INSURANCE AND ANNUN) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Winterwood, Inc. How do I access my 401(k)?

Your account stays with Voya Financial after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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