How big is Winsor Consulting Group, LLC's plan?

Winsor Consulting Group, LLC's plan reported $1.6M in assets and 30 participants for 2024.

Original filing (PDF)20250717180742NAL0001102928001

Winsor Consulting Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Winsor Group 401(k) Plan

401(k) retirement plan · Winsor Consulting Group, LLC's Winsor Group 401(k) Plan held $1.6M in plan assets for 30 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Winsor Consulting Group, LLC's EIN is 81-3456051.

EIN 81-3456051

Plan number 001

Plan year 2024

ACK ID 20250717180742NAL0001102928001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Winsor Consulting Group, LLC'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 WINSOR CONSULTING GROUP, LLC.

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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