Original filing (PDF)20250828090055NAL0010206385001

THE WINDSOR COMPANY AND AFFILIATES

Name: THE WINDSOR COMPANY AND AFFILIATES — THE WINDSOR COMPANY KEOGH PLAN, Form 5500 (2024)
Creator: THE WINDSOR COMPANY AND AFFILIATES

Form 5500-SF

FILING_RECEIVED

THE WINDSOR COMPANY KEOGH PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE WINDSOR COMPANY AND AFFILIATES.

Plan sponsor

Name

THE WINDSOR COMPANY AND AFFILIATES

EIN

31-0844148

Address

1430 COLLINS RD · LANCASTER, OH · 431307718

Phone

(740) 653-8822

Industry

Real Estatesee all

Plan administrator

Name

THE WINDSOR COMPANY AND AFFILIATES

EIN

31-0844148

City

LANCASTER, OH

Phone

(740) 653-8822

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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