# Windsor House, INC. 401(k) Plan
Source: https://planprovider.pro/companies/windsor-house-inc-401k-plan

> Windsor House, INC.'s 401(k) plan: 1,143 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/hill-barth-and-king-llc) — 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|—|—|

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