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Sponsor portfolio

WINDSOR MANAGEMENT CORPORATION

EIN 13-5593114-Real Estate and Rental and Leasing-Latest filing 2024
Plans
2
Retirement
2
$4.3M assets
Welfare
0
Participants
34
31 EAST 32ND STREET, 8TH FLOOR - NEW YORK, NY 10016212-213-2112
Plans on this EIN
2 filings
#002401k-$3.1M - 18 part#001CashBalance-$1.2M - 16 part

Retirement portfolio analytics

2 plans aggregated / $4.3M assets / 34 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • WINDSOR MANAGEMENT 401(K) (#002)72%
  • CASH BALANCE PLAN (#001)28%
Total $4.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • WINDSOR MANAGEMENT 401(K) (#002)18
  • CASH BALANCE PLAN (#001)16
Total 34Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

WINDSOR MANAGEMENT 401(K) PLAN

401k

Assets$3.1M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

WINDSOR MANAGEMENT CASH BALANCE PLAN

CashBalance

Assets$1.2M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002WINDSOR MANAGEMENT 401(K) PLAN401k$3.1M182024
001WINDSOR MANAGEMENT CASH BALANCE PLANCashBalance$1.2M162024
Retirement plans
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