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  2. Windsor Financial LLC

Filings through Oct 24, 2026.

Windsor Financial LLC

EIN 82-2226864-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$748K assets
Health & Benefits
0
Participants
3
45 OLD WINDSOR WAY - SUGARLAND, TX 77479713-826-9344
Plans on this EIN
1 filing
#001Cash balance-$748K - 3 part

Plan summaries

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

Retirement#001

WINDSOR FINANCIAL CASH BALANCE PLAN

Cash balance

Assets$748K
Participants3
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 FINANCIAL CASH BALANCE PLANCash balance$748K32025
  • WINDSOR FINANCIAL CASH BALANCE PLAN$748K
    #001 · Cash balance · 20253
Retirement plans
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