How big is Windsor Financial LLC's plan?

Windsor Financial LLC's plan reported $590K in assets and 1 participants for 2024.

Original filing (PDF)20250606140445NAL0009993891001

Windsor Financial LLC

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

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Windsor Financial LLC held $590K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$590K

Net assets (EOY)

$590K

People on this filing

Suresh Dongre signed Windsor Financial LLC's 2024 Form 5500 as plan administrator.

Suresh Dongre — 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 Financial LLC's EIN is 82-2226865.

EIN 82-2226865

Plan number 001

Plan year 2024

ACK ID 20250606140445NAL0009993891001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Windsor Financial 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 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

WINDSOR FINANCIAL LLC

EIN

all filings

Address

45 OLD WINDSOR WAY · SUGARLAND, TX · 77479

Phone

(713) 826-9344

Industry

Finance & Insurance

Plan administrator