Plan Snapshot
- Plan Sponsor: Windsor Capital Management LLC
- Sponsor EIN: 263954701
- Sponsor Address: 20860 N TATUM BLVD STE 220, PHOENIX, AZ, 850504279
- Plan Type: 401(k)
- Total Participants: 6
- Total Assets: $1.4M
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 | 6 | $1.4M | $3,715 | $108,492 |
| 2023 | 6 | $1.2M | $109,009 | $105,050 |
| 2022 | 7 | $830,517 | $100,686 | $93,916 |