What public Form 5500 filings show about the Windsor Strategy Partners Inc. 401(k) plan — and how to find and check your own account.
Windsor Strategy Partners Inc. (EIN 81-0912547) reports WINDSOR STRATEGY PARTNERS, LLC 401(K) P/S PLAN on its most recent Form 5500, with $8.8M in plan assets across 24 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 Strategy Partners Inc. filing — schedules, fees, and providers.
Windsor Strategy Partners Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Windsor Strategy Partners Inc.HR for the recordkeeper’s name and login.
