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  1. Companies/
  2. Windsor Wealth Management, LLC

Filings through Oct 24, 2026.

Windsor Wealth Management, LLC

EIN 87-3044391-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$428K assets
Health & Benefits
0
Participants
3
27 MAIN STREET - TOPSFIELD, MA 01983978-887-6940
Plans on this EIN
1 filing
#001401(k)-$428K - 3 part

Plan summaries

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

Retirement#001

WINDSOR WEALTH MANAGEMENT, LLC 401(K) PLAN

401(k)

Assets$428K
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 WEALTH MANAGEMENT, LLC 401(K) PLAN401(k)$428K32025
  • WINDSOR WEALTH MANAGEMENT, LLC 401(K) PLAN$428K
    #001 · 401(k) · 20253
Retirement plans
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