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  2. Windsor Advisory Group,llc

Filings through Oct 24, 2026.

Windsor Advisory Group,llc

EIN 37-1436845-financial services-Latest filing 2025
Plans
1
Retirement
1
$6.7M assets
Health & Benefits
0
Participants
22
2130 QUARRY TRAILS DRIVE, 1ST FLOOR - COLUMBUS, OH 43228614-545-0300windsoradvisorygroup.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$6.7M - 22 part

Plan summaries

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

Retirement#001

WINDSOR ADVISORY GROUP, LLC RETIREMENT TRUST

401(k)

Assets$6.7M
Participants22
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
#001WINDSOR ADVISORY GROUP, LLC RETIREMENT TRUST401(k)$6.7M222025
  • WINDSOR ADVISORY GROUP, LLC RETIREMENT TRUST$6.7M
    #001 · 401(k) · 202522
Retirement plans
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