How big is Windsor Financial LLC's plan?

Windsor Financial LLC's plan reported $748K in assets and 3 participants for 2025.

Original filing (PDF)20260323113658NAL0001260657001

Windsor Financial LLC

Name: Windsor Financial LLC — Windsor Financial Cash, Form 5500 (2025)
Creator: Windsor Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Windsor Financial Cash Balance Plan

Defined-benefit pension plan · Windsor Financial LLC's Windsor Financial Cash Balance Plan held $748K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$748K

Net assets (EOY)

$748K

Plan identifiers

Windsor Financial LLC's EIN is 82-2226864.

EIN 82-2226864

Plan number 001

Plan year 2025

ACK ID 20260323113658NAL0001260657001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Windsor Financial LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Windsor Financial LLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WINDSOR FINANCIAL 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score