How big is Windsor Investments LLC's plan?

Windsor Investments LLC's plan reported $9.4M in assets and 110 participants for 2024.

Original filing (PDF)20250529085441NAL0007185777001

Windsor Investments LLC

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

Form 5500-SF

FILING_RECEIVED

Windsor Investments 401(k) PS Plan & Trust

401(k) retirement plan · Windsor Investments LLC's Windsor Investments 401(k) PS Plan & Trust held $9.4M in plan assets for 110 participants in 2024.

Active participants

110

Accounts w/ balance

116

Plan assets (EOY)

$9.4M

Net assets (EOY)

$9.4M

People on this filing

Brian Caffrey signed Windsor Investments LLC's 2024 Form 5500 as plan administrator.

Brian Caffrey — 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 Investments LLC's EIN is 56-2230286.

EIN 56-2230286

Plan number 001

Plan year 2024

ACK ID 20250529085441NAL0007185777001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Windsor Investments LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 INVESTMENTS LLC.

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off