# Windrose Advisors, LLC 401(k) Plan
Source: https://planprovider.pro/companies/windrose-advisors-llc-401k-plan

> Windrose Advisors, LLC's 401(k) plan: 21 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Windrose Advisors, LLC

- **Sponsor EIN:** 270558294

- **Sponsor Address:** 800 SOUTH STREET, WALTHAM, MA, 02453

- **Plan Type:** 401(k)

- **Total Participants:** 21

- **Total Assets:** $5.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|21|$5.7M|$144,706|$289,164|

| 2023|20|$4.4M|$122,994|$258,394|

| 2022|17|$3.6M|$96,001|$185,948|

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