Civic Intelligence

Windham Capital Management LLC

Plan context: Windham Capital Management LLC 401(K) Profit Sharing Plan & Trust

EIN 04-3204704 • Boston, MA • 17 filings • 4 plans

1 Federal St FL 21Boston, MA 02110-2003
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$5,841,967

2024 Contributions

$205,099

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$7,654,601$3,827,301$0200820162024YearValue
$5,841,967Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

28140200820162024YearValue
2Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202412$5,841,967$205,099$102,550iApproximate average salary by contribution assumption: employee only about $2,563,738 at 4% or $1,709,158 at 6%; with 50% employer match about $1,709,158 at 4% or $1,139,439 at 6%; with 100% employer match about $1,281,869 at 4% or $854,579 at 6%.
Windham Capital Management LLC 401(K) Profit Sharing Plan & Trust-2$5,841,967$205,099$102,550iApproximate average salary by contribution assumption: employee only about $2,563,738 at 4% or $1,709,158 at 6%; with 50% employer match about $1,709,158 at 4% or $1,139,439 at 6%; with 100% employer match about $1,281,869 at 4% or $854,579 at 6%.
202317$6,620,267$218,455$31,208iApproximate average salary by contribution assumption: employee only about $780,196 at 4% or $520,131 at 6%; with 50% employer match about $520,131 at 4% or $346,754 at 6%; with 100% employer match about $390,098 at 4% or $260,065 at 6%.
Windham Capital Management LLC 401(K) Profit Sharing Plan & Trust-7$6,620,267$218,455$31,208iApproximate average salary by contribution assumption: employee only about $780,196 at 4% or $520,131 at 6%; with 50% employer match about $520,131 at 4% or $346,754 at 6%; with 100% employer match about $390,098 at 4% or $260,065 at 6%.
2022110$5,750,249$340,578$34,058iApproximate average salary by contribution assumption: employee only about $851,445 at 4% or $567,630 at 6%; with 50% employer match about $567,630 at 4% or $378,420 at 6%; with 100% employer match about $425,723 at 4% or $283,815 at 6%.
Windham Capital Management LLC 401(K) Profit Sharing Plan & Trust-10$5,750,249$340,578$34,058iApproximate average salary by contribution assumption: employee only about $851,445 at 4% or $567,630 at 6%; with 50% employer match about $567,630 at 4% or $378,420 at 6%; with 100% employer match about $425,723 at 4% or $283,815 at 6%.
2021125$7,454,272$405,281$16,211iApproximate average salary by contribution assumption: employee only about $405,281 at 4% or $270,187 at 6%; with 50% employer match about $270,187 at 4% or $180,125 at 6%; with 100% employer match about $202,641 at 4% or $135,094 at 6%.
Windham Capital Management LLC 401(K) Profit Sharing Plan & Trust-25$7,454,272$405,281$16,211iApproximate average salary by contribution assumption: employee only about $405,281 at 4% or $270,187 at 6%; with 50% employer match about $270,187 at 4% or $180,125 at 6%; with 100% employer match about $202,641 at 4% or $135,094 at 6%.
2020128$7,654,601$539,148$19,255iApproximate average salary by contribution assumption: employee only about $481,382 at 4% or $320,921 at 6%; with 50% employer match about $320,921 at 4% or $213,948 at 6%; with 100% employer match about $240,691 at 4% or $160,461 at 6%.
Windham Capital Management LLC 401(K) Profit Sharing Plan & Trust-28$7,654,601$539,148$19,255iApproximate average salary by contribution assumption: employee only about $481,382 at 4% or $320,921 at 6%; with 50% employer match about $320,921 at 4% or $213,948 at 6%; with 100% employer match about $240,691 at 4% or $160,461 at 6%.
2019127$6,603,784$534,124$19,782iApproximate average salary by contribution assumption: employee only about $494,559 at 4% or $329,706 at 6%; with 50% employer match about $329,706 at 4% or $219,804 at 6%; with 100% employer match about $247,280 at 4% or $164,853 at 6%.
Windham Capital Management LLC 401(K) Profit Sharing Plan & Trust-27$6,603,784$534,124$19,782iApproximate average salary by contribution assumption: employee only about $494,559 at 4% or $329,706 at 6%; with 50% employer match about $329,706 at 4% or $219,804 at 6%; with 100% employer match about $247,280 at 4% or $164,853 at 6%.
2018119$4,883,784$583,059$30,687iApproximate average salary by contribution assumption: employee only about $767,183 at 4% or $511,455 at 6%; with 50% employer match about $511,455 at 4% or $340,970 at 6%; with 100% employer match about $383,591 at 4% or $255,728 at 6%.
Windham Capital Management LLC 401(K) Profit Sharing Plan & Trust-19$4,883,784$583,059$30,687iApproximate average salary by contribution assumption: employee only about $767,183 at 4% or $511,455 at 6%; with 50% employer match about $511,455 at 4% or $340,970 at 6%; with 100% employer match about $383,591 at 4% or $255,728 at 6%.
2017119$4,908,968$558,910$29,416iApproximate average salary by contribution assumption: employee only about $735,408 at 4% or $490,272 at 6%; with 50% employer match about $490,272 at 4% or $326,848 at 6%; with 100% employer match about $367,704 at 4% or $245,136 at 6%.
Windham Capital Management LLC 401(K) Profit Sharing Plan & Trust-19$4,908,968$558,910$29,416iApproximate average salary by contribution assumption: employee only about $735,408 at 4% or $490,272 at 6%; with 50% employer match about $490,272 at 4% or $326,848 at 6%; with 100% employer match about $367,704 at 4% or $245,136 at 6%.
2016123$3,727,980$482,482$20,977iApproximate average salary by contribution assumption: employee only about $524,437 at 4% or $349,625 at 6%; with 50% employer match about $349,625 at 4% or $233,083 at 6%; with 100% employer match about $262,218 at 4% or $174,812 at 6%.
Windham Capital Management LLC 401(K) Profit Sharing Plan & Trust-23$3,727,980$482,482$20,977iApproximate average salary by contribution assumption: employee only about $524,437 at 4% or $349,625 at 6%; with 50% employer match about $349,625 at 4% or $233,083 at 6%; with 100% employer match about $262,218 at 4% or $174,812 at 6%.
2015119$3,390,754$487,278$25,646iApproximate average salary by contribution assumption: employee only about $641,155 at 4% or $427,437 at 6%; with 50% employer match about $427,437 at 4% or $284,958 at 6%; with 100% employer match about $320,578 at 4% or $213,718 at 6%.
Windham Capital Management LLC 401(K) Profit Sharing Plan & Trust-19$3,390,754$487,278$25,646iApproximate average salary by contribution assumption: employee only about $641,155 at 4% or $427,437 at 6%; with 50% employer match about $427,437 at 4% or $284,958 at 6%; with 100% employer match about $320,578 at 4% or $213,718 at 6%.
2014115$2,999,562$509,542$33,969iApproximate average salary by contribution assumption: employee only about $849,237 at 4% or $566,158 at 6%; with 50% employer match about $566,158 at 4% or $377,439 at 6%; with 100% employer match about $424,618 at 4% or $283,079 at 6%.
Windham Capital Management LLC 401(K) Profit Sharing Plan & Trust-15$2,999,562$509,542$33,969iApproximate average salary by contribution assumption: employee only about $849,237 at 4% or $566,158 at 6%; with 50% employer match about $566,158 at 4% or $377,439 at 6%; with 100% employer match about $424,618 at 4% or $283,079 at 6%.
2013117$2,577,340$499,777$29,399iApproximate average salary by contribution assumption: employee only about $734,966 at 4% or $489,977 at 6%; with 50% employer match about $489,977 at 4% or $326,652 at 6%; with 100% employer match about $367,483 at 4% or $244,989 at 6%.
Windham Capital Management LLC 401(K) Profit Sharing Plan & Trust-17$2,577,340$499,777$29,399iApproximate average salary by contribution assumption: employee only about $734,966 at 4% or $489,977 at 6%; with 50% employer match about $489,977 at 4% or $326,652 at 6%; with 100% employer match about $367,483 at 4% or $244,989 at 6%.
2012119$1,896,519$368,297$19,384iApproximate average salary by contribution assumption: employee only about $484,601 at 4% or $323,068 at 6%; with 50% employer match about $323,068 at 4% or $215,378 at 6%; with 100% employer match about $242,301 at 4% or $161,534 at 6%.
Windham Capital Management LLC 401(K) Profit Sharing Plan & Trust-19$1,896,519$368,297$19,384iApproximate average salary by contribution assumption: employee only about $484,601 at 4% or $323,068 at 6%; with 50% employer match about $323,068 at 4% or $215,378 at 6%; with 100% employer match about $242,301 at 4% or $161,534 at 6%.
2011115$1,350,799$407,825$27,188iApproximate average salary by contribution assumption: employee only about $679,708 at 4% or $453,139 at 6%; with 50% employer match about $453,139 at 4% or $302,093 at 6%; with 100% employer match about $339,854 at 4% or $226,569 at 6%.
Windham Capital Management LLC 401(K) Profit Sharing Plan & Trust-15$1,350,799$407,825$27,188iApproximate average salary by contribution assumption: employee only about $679,708 at 4% or $453,139 at 6%; with 50% employer match about $453,139 at 4% or $302,093 at 6%; with 100% employer match about $339,854 at 4% or $226,569 at 6%.
2010114$993,073$333,916$23,851iApproximate average salary by contribution assumption: employee only about $596,279 at 4% or $397,519 at 6%; with 50% employer match about $397,519 at 4% or $265,013 at 6%; with 100% employer match about $298,139 at 4% or $198,760 at 6%.
Windham Capital Management LLC 401(K) Profit Sharing Plan & Trust-14$993,073$333,916$23,851iApproximate average salary by contribution assumption: employee only about $596,279 at 4% or $397,519 at 6%; with 50% employer match about $397,519 at 4% or $265,013 at 6%; with 100% employer match about $298,139 at 4% or $198,760 at 6%.
2009110$566,473$240,811$24,081iApproximate average salary by contribution assumption: employee only about $602,028 at 4% or $401,352 at 6%; with 50% employer match about $401,352 at 4% or $267,568 at 6%; with 100% employer match about $301,014 at 4% or $200,676 at 6%.
Windham Capital Management LLC 401(K) Profit Sharing Plan & Trust-10$566,473$240,811$24,081iApproximate average salary by contribution assumption: employee only about $602,028 at 4% or $401,352 at 6%; with 50% employer match about $401,352 at 4% or $267,568 at 6%; with 100% employer match about $301,014 at 4% or $200,676 at 6%.
200818$240,197$280,501$35,063iApproximate average salary by contribution assumption: employee only about $876,566 at 4% or $584,377 at 6%; with 50% employer match about $584,377 at 4% or $389,585 at 6%; with 100% employer match about $438,283 at 4% or $292,189 at 6%.
Windham Capital Management LLC 401(K) Profit Sharing Plan & Trust-8$240,197$280,501$35,063iApproximate average salary by contribution assumption: employee only about $876,566 at 4% or $584,377 at 6%; with 50% employer match about $584,377 at 4% or $389,585 at 6%; with 100% employer match about $438,283 at 4% or $292,189 at 6%.
Windham Capital Management LLC | EIN 04-3204704 | 2024 Form 5500 Company Profile