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

> Windsor Healthcare Management LLC's 401(k) plan: 1,269 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — 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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/windsor-healthcare-management-llc-401k-plan)

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