How big is Windsor Solutions, Inc.'s plan?

Windsor Solutions, Inc.'s plan reported $9.4M in assets and 65 participants for 2024.

Original filing (PDF)20250520105735NAL0001441056001

Windsor Solutions, Inc.

Name: Windsor Solutions, Inc. — Windsor Solutions 401(k), Form 5500 (2024)
Creator: Windsor Solutions, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Windsor Solutions 401(k) Plan

401(k) retirement plan · Windsor Solutions, Inc.'s Windsor Solutions 401(k) Plan held $9.4M in plan assets for 65 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.4M

Net assets (EOY)

$9.4M

People on this filing

Kevin Jeffery signed Windsor Solutions, Inc.'s 2024 Form 5500 as plan administrator.

Kevin Jeffery — 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 Solutions, Inc.'s EIN is 93-1245518.

EIN 93-1245518

Plan number 001

Plan year 2024

ACK ID 20250520105735NAL0001441056001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Windsor Solutions, Inc.'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 SOLUTIONS, INC..

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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