How big is Windsor Strategy Partners Inc.'s plan?

Windsor Strategy Partners Inc.'s plan reported $8.8M in assets and 24 participants for 2024.

Original filing (PDF)20250606132713NAL0035374834001

Windsor Strategy Partners Inc.

Name: Windsor Strategy Partners Inc. — Windsor Strategy, Form 5500 (2024)
Creator: Windsor Strategy Partners Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Windsor Strategy Partners, LLC 401(k) P/S Plan

401(k) retirement plan · Windsor Strategy Partners Inc.'s Windsor Strategy Partners, LLC 401(k) P/S Plan held $8.8M in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.8M

Net assets (EOY)

$8.8M

People on this filing

David Wilson signed Windsor Strategy Partners Inc.'s 2024 Form 5500 as plan administrator.

David Wilson — 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 Strategy Partners Inc.'s EIN is 81-0912547.

EIN 81-0912547

Plan number 001

Plan year 2024

ACK ID 20250606132713NAL0035374834001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Windsor Strategy Partners Inc.'s plan includes ERISA 404(c) participant direction, profit-sharing, a 401(k) feature, 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 STRATEGY PARTNERS INC.

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Plan health score

Top-tier plan health

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

Helping the score