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WINDSOR WEALTH PLANNERS & STRATEGIST

EIN 81-2558246-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$1.3M assets
Welfare
0
Participants
10
620 SPRING STREET, SE - GAINESVILLE, GA 30501678-971-1337windsorwealth.managementLinkedIn1-10 employees
Plans on this EIN
1 filing
#001401k-$1.3M - 10 part

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Retirement#001

WINDSOR WEALTH PLANNERS & STRATEGIST 401(K) PROFIT SHARING PLAN

401k

Assets$1.3M
Participants10
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WINDSOR WEALTH PLANNERS & STRATEGIST 401(K) PROFIT SHARING PLAN401k$1.3M102025
Retirement plans
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