Department of Labor filing

WINDSOR HOLDING COMPANY

WINDSOR 401(K) PROFIT SHARING PLAN · For the plan year ended Dec 31, 2022

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Public filing 2022 · received Oct 11, 2023Verified current terms Not available

Plan at a glance

How good does the filing look?

59filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$1,839

Reported employer contributions per active participant.

Higher than about 74% of comparable plans

#People in the filing

117

Active participants reported for 2022.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$195 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 25% of comparable plans

↗Investment performance

Not available

Plan assets changed -23.5%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202259out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions74th percentileTypical peer $1,124 · based on 233 comparable plans

Lower reported administrative expense25th percentileTypical peer $106 · based on 246 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2022, WINDSOR HOLDING COMPANY reported $215,153 in employer contributions across the plan and 117 active participants. That works out to $1,839 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy86%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 0.0%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 0.0%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context59/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $215,153
Participant contributions: $413,106
Other contributions: $2,286
Employer share of reported contributions: 34.2%
Beginning assets: $8,760,269
Ending assets: $6,705,788
Ending net assets: $6,705,788
Ending liabilities: $0
Total income: -$986,829
Total expenses: $1,067,652
Administrative expenses: $27,635
Participant loans: $244,464

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$1,839

Plan-paid administrative expenses per participant

2022

$195

Active participants

2022

117

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2022	$1,839	117	6.7M	20231011014805NAL0038587536001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 3.6%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 203799510-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: May 1, 1999
Industry: Industry group 321
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2T3D3H

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
AMERICAN FUNDS DISTRIBUTORS, INC.	2022	Not reported	unknown
BLACKROCK INVESTMENTS, INC.	2022	Not reported	unknown
J.P. MORGAN INVESTMENT MANAGEMENT	2022	Not reported	unknown
LEGG MASON INVESTOR SERVICES, LLC	2022	Not reported	unknown
MFS FUND DISTRIBUTORS, INC.	2022	Not reported	unknown
PHOENIX - VIRTUS	2022	Not reported	unknown
TCW	2022	Not reported	unknown
TRANSAMERICA CAPITAL, INC.	2022	Not reported	unknown
VANGUARD	2022	Not reported	unknown

Current plan terms

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Filing ACK_ID20231011014805NAL0038587536001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗