WINDSOR CAPITAL GROUP, INC. 401(k) Plan
What public Form 5500 filings show about the WINDSOR CAPITAL GROUP, INC. 401(k) plan — and how to find and check your own account.
The WINDSOR CAPITAL GROUP, INC. 401(k) on its latest Form 5500
WINDSOR CAPITAL GROUP, INC. (EIN 84-1122146) reports WINDSOR CAPITAL GROUP 401(K) SAVINGS PROGRAM on its most recent Form 5500, with $6.4M in plan assets across 635 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full WINDSOR CAPITAL GROUP, INC. filing — schedules, fees, and providers.
Who runs the WINDSOR CAPITAL GROUP, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is CBIZ RETIREMENT PLAN SERVICES, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your WINDSOR CAPITAL GROUP, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WORLD INVESTMENT ADVISORS.
How to check your WINDSOR CAPITAL GROUP, INC. 401(k)
- Log in to CBIZ RETIREMENT PLAN SERVICES’s participant portal (the site on your statements).
- Ask WINDSOR CAPITAL GROUP, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).