How big is Windsor Wealth Management, LLC's plan?

Windsor Wealth Management, LLC's plan reported $229K in assets and 2 participants for 2024.

Original filing (PDF)20251010113340NAL0012995760001

Windsor Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Windsor Wealth Management, LLC 401(k) Plan

401(k) retirement plan · Windsor Wealth Management, LLC's Windsor Wealth Management, LLC 401(k) Plan held $229K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$229K

Net assets (EOY)

$229K

People on this filing

Richard Tatum signed Windsor Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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 Management, LLC's EIN is 87-3044391.

EIN 87-3044391

Plan number 001

Plan year 2024

ACK ID 20251010113340NAL0012995760001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Windsor Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 MANAGEMENT, LLC.

Finding similar companies…

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