How big is Windsor Holding Company's plan?

Windsor Holding Company's plan reported $10.2M in assets and 208 participants for 2024.

Original filing (PDF)20250626162350NAL0021213186001

Windsor Holding Company

Name: Windsor Holding Company — Windsor 401(k) Profit, Form 5500 (2024)
Creator: Windsor Holding Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Windsor 401(k) Profit Sharing Plan

401(k) retirement plan · Windsor Holding Company's Windsor 401(k) Profit Sharing Plan held $10.2M in plan assets for 208 participants in 2024.

Signals · 1

No auditor on file

Active participants

208

Accounts w/ balance

164

Plan assets (EOY)

$10.2M

Net assets (EOY)

$10.2M

People on this filing

GUY Fowlks signed Windsor Holding Company's 2024 Form 5500 as plan administrator.

GUY Fowlks — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Windsor Holding Company's EIN is 20-3799510.

EIN 20-3799510

Plan number 001

Plan year 2024

ACK ID 20250626162350NAL0021213186001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Windsor Holding Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Windsor Holding Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WINDSOR HOLDING COMPANY.

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Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Helping the score