Windsor Capital Group 401(k) Savings Program
Sponsored by Windsor Capital Group, Inc. · EIN 841122146 · Plan #001
- Total assets
- $6.4M
- Net assets
- $6.4M
- Active participants
- 635
- With balances
- 208
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| World Investment Advisors | Other fees | $0 |
| Cbiz Retirement Plan Services | Other services | $0 |