Windsor Healthcare 401(k) Plan
Sponsored by Windsor Healthcare Management Llc · EIN 262578442 · Plan #001
- Total assets
- $5.6M
- Net assets
- $5.6M
- Active participants
- 1,269
- With balances
- 145
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 |
|---|---|---|
| Mariner Wealth Advisors Ic, Llc CRD 289886 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mariner Wealth Advisor | Investment advisory (plan), Consulting fees | $25,898 |
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $13,557 |