Retirement plan

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

Name: WINDSOR WEALTH PLANNERS & STRATEGIST - WINDSOR WEALTH PLANNERS & STRATEGIST 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: WINDSOR WEALTH PLANNERS & STRATEGIST
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WINDSOR WEALTH PLANNERS & STRATEGIST 401(K) PROFIT SHARING PLAN, WINDSOR WEALTH PLANNERS & STRATEGIST

WINDSOR WEALTH PLANNERS & STRATEGISTEIN 81-2558246Plan #001PY 2025

620 SPRING STREET, SE - GAINESVILLE, GA 30501678-971-1337windsorwealth.managementLinkedIn1-10 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.3M

+25.3% from 2024

Total participants

+11.1% from 2024

Average account balance

$129,500

+12.8% from 2024

Annual return

18.72%

+1.52 pp from 2024

Benchmarks

See 26,581 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort26,581 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.30M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$130K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$186K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+18.72%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$11803

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2J2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$118K

$14753 / participant

Other / not subdivided$118K100.0%

% of EOY assets

9.114%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$129,500

$196,972-34.3%

$182,262-28.9%

$198,609-34.8%

Participation rate

100.0%

85.7%+14.3pp

84.2%+15.8pp

82.4%+17.6pp

Annual return

18.72%

158.27%-139.6pp

140.60%-121.9pp

202.70%-184.0pp

Employer contribution / active EE

$12,403

$5,364+131.2%

$5,046+145.8%

$5,055+145.3%

Participant deferral / active EE

$10,856

$8,643+25.6%

$8,276+31.2%

$6,977+55.6%

Admin fee / account holder

$11,803

$18,429-36.0%

$16,712-29.4%

$19,030-38.0%

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

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

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

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion