Plan Snapshot
- Plan Sponsor: Windsor Healthcare Management LLC
- Sponsor EIN: 262578442
- Sponsor Address: 100 MCCLELLAN STREET, NORWOOD, NJ, 07648
- Plan Type: 401(k)
- Total Participants: 1,269
- Total Assets: $5.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 1,269 | $5.6M | $0 | $540,804 |
| 2023 | 1,120 | $4.9M | $0 | $431,404 |
| 2022 | 994 | $4.6M | $0 | $459,490 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| MARINER WEALTH ADVISOR | NONE | $25,898 | — | $25,898 |
| STANCORP FINANCIAL GROUP | NONE | $13,557 | — | $13,557 |
| CYWIAK & COMPANY LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $39,455
- Estimated Expense Ratio: 0.704% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $29,759 | $25,898 | $3,861 | — | — |
| 2023 | $28,705 | $22,998 | $5,707 | — | — |
| 2022 | $28,343 | — | $28,343 | — | — |