Back to filter
Original filing (PDF)20251015183147NAL0002761619001
WINDSOR AMERICA LLC
Form 5500
FILING_RECEIVED
WINDSOR AMERICA 401(K) PLAN
401(k) retirement plan
Active participants
348
Accounts w/ balance
217
Plan assets (EOY)
$5.3M
Net assets (EOY)
$5.3M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- 62% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (26 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WINDSOR AMERICA LLC.
Plan sponsor
Name
WINDSOR AMERICA LLC
EIN
93-4604095
Address
1213 PANCHO STREET · LOCKHART, TX · 78644
Phone
(480) 600-3773
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BOBER MARKEY FEDOROVICH AND COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $14K | — |
Investments
30 direct securities · 1 pooled fund· $5.2M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Registered Investment Companies
$4.7M
29 holdings
Common Collective Trust
$484K
1 holding
OTHER
$31K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FREEDOM INDEX 2020 PREMIER | Registered Investment Companies | — | — | $1.2M | 23.0% | |
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $609K | 11.5% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $573K | 10.9% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $484K | 9.2% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $315K | 6.0% | |
| DFA COMMODITY STRAT PORT INST 69 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $241K | 4.6% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $209K | 4.0% | |
| GS INFLATION PROTECTED SEC R6 9 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $192K | 3.6% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $176K | 3.3% | |
| FID FREE INDX 2015 PREM 428 REGISTERED INVESTMENT COMPANY MFS TOTAL RETURN - R6 | Registered Investment Companies | — | — | $141K | 2.7% | |
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $125K | 2.4% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $120K | 2.3% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $116K | 2.2% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $92K | 1.7% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $90K | 1.7% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $71K | 1.3% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $68K | 1.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $64K | 1.2% | |
| FID FREEDOM INDEX 2010 PREMIER | Registered Investment Companies | — | — | $60K | 1.1% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $58K | 1.1% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $38K | 0.7% | |
| INVESTMENTS GREAT WEST GUARANTEED PORT | OTHER | — | — | $31K | 0.6% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $25K | 0.5% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $17K | 0.3% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $14K | 0.3% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $11K | 0.2% | |
| FID FREEDOM INDEX INC PREMIER | Registered Investment Companies | — | — | $10K | 0.2% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $7K | 0.1% | |
| PRI REAL ESTATE SECURITIES R6 | Registered Investment Companies | — | — | $6K | 0.1% | |
| NUVEEN SMALLCAP BLEND INDEX R6 | Registered Investment Companies | — | — | $6K | 0.1% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $5K | 0.1% |
Related plans
Other plans using ADP, INC.
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUND
NATIONAL ELECTRICAL BENEFIT FUND
$20.4B · 343,794 participants
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW FORD RETIREES MEDICAL BENEFITS PLAN
$19.6B
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW CHRYSLER RETIREES MEDICAL BENEFITS PLAN
$12.7B
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
RETIREMENT SECURITY PLAN
$11.5B · 56,128 participants
Similar-size Construction plans
UNITY CONSTRUCTION GROUP LLC
UNITY CONSTRUCTION GROUP LLC 401K PROFIT SHARING PLAN AND TRU
$5.3M · 16 participants
BUSINESS FLOORING SPECIALISTS, L
BUSINESS FLOORING SPECIALISTS, LP 401(K) PLAN
$5.3M · 82 participants
PETE KING CONSTRUCTION COMPANY
PETE KING 401(K) PLAN
$5.2M · 497 participants
EDGE CONSTRUCTION SPECIALTIES, INC.
EDGE CONSTRUCTION SPECIALTIES 401(K) RETIREMENT PLAN
$5.2M · 74 participants
MONTBLEAU & ASSOCIATES INC.
MONTBLEAU & ASSOCIATES INC. 401K PROFIT SHARING PLAN AND TRUST
$5.3M · 76 participants
CONKLIN BROS. OF SAN JOSE, INC.
CONKLIN BROS. OF SAN JOSE, INC. 401(K) PROFIT SHARING PLAN
$5.2M · 28 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants