Patricia Stahm signed Windsor Capital Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Windsor Capital Group, Inc.'s EIN is 84-1122146.
Download the official 2024 Form 5500 (PDF) for Windsor Capital Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Windsor Capital Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ RETIREMENT PLAN SERVICES | 31-1498244 | — | THIRD PARTY ADMIN | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS | 61-1758632 | — | ADVISOR | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $6.0M | 95.0% | |
| Vanguard Target Retirement 2040 Inv | Mutual Funds | — | — | $1.1M | 17.9% | |
| Vanguard Target Retirement 2030 Inv | Mutual Funds | — | — | $1.1M | 17.2% | |
| JP Morgan Large Cap Growth Fund | Other securities | — | — | $588K | 9.3% | |
| Vanguard Target Retirement Income Inv | Mutual Funds | — | — | $578K | 9.1% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $541K | 8.5% | |
| Vanguard Target Retirement 2020 Inv | Mutual Funds | — | — | $479K | 7.5% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $327K | 5.1% | |
| General Account Funds * Voya Fixed Account Portfolio Fund | Other securities | — | — | $291K | 4.6% | |
| JP Morgan Mid Cap Growth Fund | Other securities | — | — | $232K | 3.7% | |
| American Funds EuroPacific Gr R6 | Mutual Funds | — | — | $224K | 3.5% | |
| Vanguard Target Retirement 2035 Inv | Mutual Funds | — | — | $205K | 3.2% | |
| Vanguard Target Retirement 2045 Inv | Mutual Funds | — | — | $153K | 2.4% | |
| Vanguard Windsor II | Mutual Funds | — | — | $129K | 2.0% | |
| American Funds Capital World G/I R6 | Pooled Separate Accounts | — | — | $124K | 2.0% | |
| Vanguard Target Retirement 2025 Inv | Mutual Funds | — | — | $108K | 1.7% | |
| Vanguard Mid Cap Index Fund Admiral | Common Collective Trusts | — | — | $91K | 1.4% | |
| MFS Mid Cap Value | Mutual Funds | — | — | $76K | 1.2% | |
| Vanguard Target Retirement 2050 Inv | Mutual Funds | — | — | $59K | 0.9% | |
| Vanguard Interm-Term Bond Index Signal | Mutual Funds | — | — | $58K | 0.9% | |
| Vanguard Target Retirement 2060 Inv | Mutual Funds | — | — | $37K | 0.6% | |
| Participant Loans 8.75-9.5% | Bonds / Notes | — | — | $25K | 0.4% | |
| Vanguard Target Retirement 2055 Inv | Mutual Funds | — | — | $25K | 0.4% | |
| T. Rowe Price High-Yield | Other securities | — | — | $24K | 0.4% | |
| Vanguard Explorer Adm | Mutual Funds | — | — | $20K | 0.3% | |
| Goldman Sachs Bond R6 Fund | Other securities | — | — | $18K | 0.3% | |
| Vanguard Target Retirement 2065 Inv 55 Vanguard Target Retirement 2070 Inv | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Target Retirement 2070 Inv | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
