WINDWARD CAPITAL GROUP, INC. 401K PLAN

[ EIN: 95-4649878 | Plan No. 001 ]

According to Department of Labor Form 5500 data, WINDWARD CAPITAL GROUP, INC. sponsors WINDWARD CAPITAL GROUP, INC. 401K PLAN, categorized as a 401(k) plan. The filing shows 10 participants and total assets of $2,379,844 for the plan year 2023.

These filings allow insight into employer-sponsored plan structure, participation levels, and financial data.

---

Plan Sponsor: WINDWARD CAPITAL GROUP, INC.

Location: 1111 SANTA MONICA BLVD STE 1200, LOS ANGELES, CA 90025

EIN: 954649878

Plan Number: 001

Plan Year: 2023

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 10

Total Assets: $2,379,844

---