David Knapik signed Windsor House, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Windsor House, Inc.'s EIN is 34-0972320.
Download the official 2024 Form 5500 (PDF) for Windsor House, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Windsor House, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $70K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EQUITABLE ADVISORS, LLC. | 13-4071393 | — | OTHER SERVICES | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EQUITABLE NETWORK LLC | 06-1555494 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Tgt Rmt 2050 Inv Fund | Mutual Funds | — | $0 | $2.8M | 15.4% | |
| Vanguard Tgt Rmt 2055 Inv Fund | Mutual Funds | — | $0 | $2.0M | 11.2% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | $0 | $1.7M | 9.4% | |
| Vanguard Tgt Rmt 2045 Inv Fund | Mutual Funds | — | $0 | $1.2M | 6.8% | |
| Prin Intl Equity Index SA-Z | Common Collective Trusts | — | $0 | $1.2M | 6.4% | |
| Vanguard Tgt Rmt 2025 Inv Fund | Mutual Funds | — | $0 | $897K | 5.0% | |
| Vanguard Tgt Rmt 2035 Inv Fund | Mutual Funds | — | $0 | $751K | 4.2% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | $0 | $739K | 4.1% | |
| Loomis Sayles Inv Gr Bd N Fd | Other securities | — | $0 | $653K | 3.6% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | $0 | $554K | 3.1% | |
| Vanguard Tgt Rmt 2030 Inv Fund | Mutual Funds | — | $0 | $527K | 2.9% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | $0 | $511K | 2.8% | |
| Prin Capital Appr SA-Z | Common Stocks | — | $0 | $508K | 2.8% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | $0 | $507K | 2.8% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | $0 | $419K | 2.3% | |
| Prin Core Fix Inc Sep Acct-Z | Pooled Separate Accounts | — | $0 | $405K | 2.3% | |
| PRIN CAPITAL APPR SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $405K | 2.3% | |
| JP Morgan Sm Cap Value R6 Fund | Other securities | — | $0 | $386K | 2.2% | |
| Vanguard Tgt Rmt 2020 Inv Fund | Mutual Funds | — | $0 | $386K | 2.2% | |
| PGIM Jennison Small Co R6 Fd | Common Stocks | — | $0 | $342K | 1.9% | |
| VANGUARD TGT RMT 2065 INV FUND | Mutual Funds | — | $0 | $305K | 1.7% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | $0 | $241K | 1.3% | |
| Vanguard Tgt Rmt 2040 Inv Fund | Mutual Funds | — | $0 | $214K | 1.2% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | $0 | $202K | 1.1% | |
| MFS Mass Invest Trust R6 Fund | Mutual Funds | — | $0 | $138K | 0.8% | |
| Vanguard Tgt Rmt Inc Inv Fund | Mutual Funds | — | $0 | $112K | 0.6% | |
| Etn Vnc Atl Cp SMID-Cap R6 Fd | Other securities | — | $0 | $71K | 0.4% | |
| Fid LC Val Index Fund | Common Collective Trusts | — | $0 | $65K | 0.4% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $60K | 0.3% | |
| Inv Int'l Div R6Fund | Other securities | — | $0 | $60K | 0.3% | |
| Am Fds Grth Fd of Am R6 Fund | Other securities | — | $0 | $56K | 0.3% | |
| American Funds NewWorld R6 | Mutual Funds | — | $0 | $30K | 0.2% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $26K | 0.1% | |
| Invesco Comstock R6 Fund | Mutual Funds | — | $0 | $26K | 0.1% | |
| Vanguard Tgt Rmt 2060 Inv Fund | Mutual Funds | — | $0 | $2K | <0.1% | |
| Vanguard Tgt Rmt 2070 Inv Fund | Mutual Funds | — | $0 | $2K | <0.1% |
