Windsor House, Inc. 401(k) Savings Plan
Sponsored by Windsor House, Inc. · EIN 340972320 · Plan #001
- Total assets
- $17.9M
- Net assets
- $17.9M
- Active participants
- 1,143
- With balances
- 316
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $69,925 |
| Equitable Network Llc | Other services, Other commissions | $0 |
| Equitable Advisors, Llc. | Other services, Other fees | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |