Windsor Fashions 401(k) Savings Plan
Sponsored by Windsor Fashions, Inc. · EIN 952599845 · Plan #001
- Total assets
- $14.8M
- Net assets
- $14.8M
- Active participants
- 974
- With balances
- 1,124
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wipfli Llp | Recordkeeping, Participant loan processing, Participant communication | $144,209 |
| Creative Planning, Llc | Investment advisory (participants), Investment advisory (plan), Investment management | $40,338 |