Form 5500 Search

WINDSOR WEALTH MANAGEMENT

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
4
Active participants
23,927
Total plan assets
$2.9B
Filings (rows)
4
Direct comp
$88K
Indirect comp
$0

SERVICES PROVIDED

Other2
Advisor / Consultant2

Top plans served

All 4 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
BROWN & BROWN, INC.
BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN
DAYTONA BEACH, FL
Other
NONE
11,864$1.5B$5K
BROWN & BROWN, INC.
BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN
DAYTONA BEACH, FL
Other
NONE
11,793$1.2B$7K
NORTHWEST RADIOLOGY NETWORK, P.C.
NORTHWEST RADIOLOGY NETWORK, P.C. 401(K) PLAN
INDIANAPOLIS, IN
Advisor / Consultant
INVESTMENT ADVISOR
152$68.3M$39K
NORTHWEST RADIOLOGY NETWORK, P.C.
NORTHWEST RADIOLOGY NETWORK, P.C. 401(K) PLAN
INDIANAPOLIS, IN
Advisor / Consultant
INVESTMENT ADVISOR
118$67.4M$38K
WINDSOR WEALTH MANAGEMENT — Form 5500 Service Provider Profile | Form 5500 Search