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  2. Windsor Financial LLC

Filings through Oct 24, 2026.

Sponsor portfolio

Windsor Financial LLC

EIN 82-2226865-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$688K assets
Welfare
0
Participants
4
45 OLD WINDSOR WAY - SUGARLAND, TX 77479713-826-9344
Plans on this EIN
1 filing
#001401(k)-$688K - 4 part

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Retirement#001

WINDSOR FINANCIAL LLC

401(k)

Assets$688K
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WINDSOR FINANCIAL LLC401(k)$688K42025
Retirement plans
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