Plan Snapshot
- Plan Sponsor: Windsor House, INC.
- Sponsor EIN: 340972320
- Sponsor Address: 101 W LIBERTY ST, GIRARD, OH, 444202844
- Plan Type: 401(k)
- Total Participants: 1,143
- Total Assets: $17.9M
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 | 1,143 | $17.9M | $171,826 | $995,253 |
| 2023 | 969 | $16.1M | $153,887 | $845,040 |
| 2022 | 903 | $14.3M | $148,492 | $803,248 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $69,925 | — | $69,925 |
| EQUITABLE ADVISORS, LLC. | OTHER SERVICES | — | $21,158 | $21,158 |
| HILL, BARTH & KING | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HILL, BARTH & KING — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $91,083
- Estimated Expense Ratio: 0.508% 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 | $69,925 | — | $69,925 | — | — |
| 2023 | $67,575 | — | $67,575 | — | — |
| 2022 | $75,211 | — | $75,211 | — | — |