Windsor Advisory Group,LLC

Kathleen Carillo for TRPC signed Windsor Advisory Group,LLC's 2024 Form 5500 as plan administrator.

• Kathleen Carillo for TRPC — Plan Administrator — Form 5500 signer

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

Windsor Advisory Group,LLC's EIN is 37-1436845.

Download the official 2024 Form 5500 (PDF) for Windsor Advisory Group,LLC from the U.S. Department of Labor's EFAST2 system.

Windsor Advisory Group,LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).