How big is Windsor Wealth Planners & Strategist's plan?

Windsor Wealth Planners & Strategist's plan reported $1.3M in assets and 8 participants for 2025.

Original filing (PDF)20260316081422NAL0001618176001

Windsor Wealth Planners & Strategist

Name: Windsor Wealth Planners & Strategist — Windsor, Form 5500 (2025)
Creator: Windsor Wealth Planners & Strategist
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Windsor Wealth Planners & Strategist 401(k) Profit Sharing Plan

401(k) retirement plan · Windsor Wealth Planners & Strategist's Windsor Wealth Planners & Strategist 401(k) Profit Sharing Plan held $1.3M in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

John Lilly signed Windsor Wealth Planners & Strategist's 2025 Form 5500 as plan administrator.

John Lilly — 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 Wealth Planners & Strategist's EIN is 81-2558246.

EIN 81-2558246

Plan number 001

Plan year 2025

ACK ID 20260316081422NAL0001618176001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Windsor Wealth Planners & Strategist from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Windsor Wealth Planners & Strategist's plan includes profit-sharing, ERISA 404(c) participant direction, 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 WEALTH PLANNERS & STRATEGIST.

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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