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  1. Companies/
  2. Windrose Advisors, LLC

Filings through Oct 24, 2026.

Windrose Advisors, LLC

EIN 27-0558294-financial services-Latest filing 2025
Plans
1
Retirement
1
$7.2M assets
Health & Benefits
0
Participants
32
800 SOUTH STREET, SUITE 600 - WALTHAM, MA 02453857-241-2233windroseadvisor.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$7.2M - 32 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

WINDROSE 401K PLAN

401(k)

Assets$7.2M
Participants32
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001WINDROSE 401K PLAN401(k)$7.2M322025
  • WINDROSE 401K PLAN$7.2M
    #001 · 401(k) · 202532
Retirement plans
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