Original filing (PDF)20250520105735NAL0001441056001

WINDSOR SOLUTIONS, INC.

Name: WINDSOR SOLUTIONS, INC. — WINDSOR SOLUTIONS 401(K) PLAN, Form 5500 (2024)
Creator: WINDSOR SOLUTIONS, INC.

Form 5500-SF

FILING_RECEIVED

WINDSOR SOLUTIONS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.4M

Net assets (EOY)

$9.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WINDSOR SOLUTIONS, INC..

Plan sponsor

Name

WINDSOR SOLUTIONS, INC.

EIN

93-1245518

Address

11481 SW HALL BLVD, SUITE 201W · TIGARD, OR · 97223

Phone

(503) 807-3954

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

CGH TECHNOLOGIES, INC.

EMPLOYEE BENEFIT PLAN OF CGH TECHNOLOGIES, INC.

$9.4M · 72 participants

CORESPHERE LLC

$9.4M · 65 participants

VERITAS PRIME

VERITAS PRIME 401(K) PROFIT SHARING PLAN

$9.4M · 168 participants

THE RESPONSE GROUP

THE RESPONSE GROUP, LLC 401(K) PLAN

$9.4M · 103 participants

THE RED VAN WORKSHOP, LLC

THE RED VAN WORKSHOP, LLC 401(K) PLAN

$9.4M · 76 participants