How big is Windsor Independent Living Associat's plan?

Windsor Independent Living Associat's plan reported $1.6M in assets and 86 participants for 2024.

Original filing (PDF)20251013094527NAL0001052401001

Windsor Independent Living Associat

Name: Windsor Independent Living Associat — WILA 403(b), Form 5500 (2024)
Creator: Windsor Independent Living Associat
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

WILA 403(b) Plan

403(b) retirement plan · Windsor Independent Living Associat's WILA 403(b) Plan held $1.6M in plan assets for 86 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Marissa Jaggi for TRPC signed Windsor Independent Living Associat's 2024 Form 5500 as plan administrator.

Marissa Jaggi for TRPC — 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 Independent Living Associat's EIN is 51-0201148.

EIN 51-0201148

Plan number 001

Plan year 2024

ACK ID 20251013094527NAL0001052401001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Windsor Independent Living Associat's plan includes ERISA 404(c) participant direction, a 403(b) annuity.

Decision-maker contacts

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

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Plan health score

Above-average plan

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off