# Windsor Capital Management LLC 401(k) Plan
Source: https://planprovider.pro/companies/windsor-capital-management-llc-401k-plan

> Windsor Capital Management LLC's 401(k) plan: 6 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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