Original filing (PDF)20251007101203NAL0004602753001

Windsor Fashions, Inc.

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

Form 5500

FILING_RECEIVED

Windsor Fashions 401(k) Savings Plan

401(k) retirement plan · Windsor Fashions, Inc.'s Windsor Fashions 401(k) Savings Plan held $14.8M in plan assets for 974 participants in 2024, with Wipfli LLP as recordkeeper.

Signals · 2

Corrective distributions issued~125 bps in Sched C fees

Active participants

974

Accounts w/ balance

1,124

Plan assets (EOY)

$14.8M

Net assets (EOY)

$14.8M

How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (4th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WINDSOR FASHIONS, INC..

Plan sponsor

Name

WINDSOR FASHIONS, INC.

EIN

95-2599845all filings

Address

9603 JOHN STREET · SANTA FE SPRINGS, CA · 90670

Phone

(323) 282-9000

Industry

Retail Trade

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

2025-10-07

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)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
WIPFLI LLP	39-0758449	—	RECORDKEEPER	$144K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CREATIVE PLANNING, LLC	84-4519624	—	INVESTMENT ADVISOR	$40K	—

Investments

32 direct securities· $14.4M(97% of reported assets)

Mutual Funds

$9.1M

16 holdings

Common Collective Trusts

$4.1M

10 holdings

Other securities

$1.2M

4 holdings

Cash / Money Market

$60K

2 holdings

					% of plan
Fidelity 500 Index Mutual funds	Common Collective Trusts	—	—	$1.7M	11.4%
Vanguard Target Retirement 2060 Fund Investor Shares Mutual funds	Mutual Funds	—	—	$1.6M	11.0%
Vanguard Target Retirement 2050 Fund Investor Shares Mutual funds	Mutual Funds	—	—	$1.2M	7.9%
Vanguard Target Retirement 2065 Fund Investor Shares Mutual funds	Mutual Funds	—	—	$1.1M	7.8%
Vanguard Target Retirement 2055 Fund Investor Shares Mutual funds	Mutual Funds	—	—	$1.1M	7.2%
Vanguard Target Retirement 2045 Fund Investor Shares Mutual funds	Mutual Funds	—	—	$794K	5.4%
Vanguard Target Retirement 2040 Fund Investor Shares Mutual funds	Mutual Funds	—	—	$748K	5.0%
Vanguard Developed Markets Index Fund Admiral Shares Mutual funds	Common Collective Trusts	—	—	$677K	4.6%
Vanguard Target Retirement 2030 Fund Investor Shares Mutual funds	Mutual Funds	—	—	$665K	4.5%
Vanguard Mid Cap Index Fund Admiral Shares Mutual funds	Common Collective Trusts	—	—	$483K	3.3%
Vanguard Target Retirement 2035 Fund Investor Shares Mutual funds	Mutual Funds	—	—	$464K	3.1%
Avantis U.S. Equity Fund Institutional Class Mutual funds	Other securities	—	—	$376K	2.5%
Vanguard Real State Index Fund Admiral Shares Mutual funds	Common Collective Trusts	—	—	$372K	2.5%
Dodge & Cox Income Fund X Mutual funds	Mutual Funds	—	—	$337K	2.3%
Vanguard Intermediate Term Bond Index Fund Admiral Shares Mutual funds	Common Collective Trusts	—	—	$299K	2.0%
Avantis Emerging Markets Equity Fund Institutional Class Mutual funds	Other securities	—	—	$299K	2.0%
Vanguard Small Cap Index Fund Admiral Shares Mutual funds	Common Collective Trusts	—	—	$297K	2.0%
Vanguard Emerging Markets Stock Index Fund Admiral Shares Mutual funds	Common Collective Trusts	—	—	$294K	2.0%
Vanguard Target Retirement 2025 Fund Investor Shares Mutual funds	Mutual Funds	—	—	$287K	1.9%
DFA International Core Equity Portfolio Institutional Class Mutual funds	Mutual Funds	—	—	$268K	1.8%
Avantis U.S. Small Cap Value Fund Institutional Class Mutual funds	Other securities	—	—	$267K	1.8%
DFA Investment Grade Portfolio Institutional Class Shares Mutual funds	Mutual Funds	—	—	$224K	1.5%
Avantis International Small Cap Value Fund Institutional Class Mutual funds	Other securities	—	—	$219K	1.5%
Vanguard Target Retirement 2070 Fund Investor Shares Mutual funds	Mutual Funds	—	—	$133K	0.9%
DFA Inflation- Protected Securities Portfolio Institutional Class Mutual funds	Mutual Funds	—	—	$99K	0.7%
Bank Demand Deposit Money Market fund	Cash / Money Market	—	—	$58K	0.4%
Vanguard Target Retirement 2020 Fund Investor Shares Mutual funds	Mutual Funds	—	—	$26K	0.2%
Vanguard Target Retirement Income Fund Mutual funds	Mutual Funds	—	—	$7K	<0.1%
Fidelity Small Cap Growth Index Fund Mutual funds	Common Collective Trusts	—	—	$2K	<0.1%
Fidelity Large Cap Value Index Fund Mutual funds	Common Collective Trusts	—	—	$2K	<0.1%
Mid Atlantic Master Cash	Cash / Money Market	—	—	$2K	<0.1%
Fidelity Large Cap Growth Index Fund Mutual funds	Common Collective Trusts	—	—	$1K	<0.1%