Windsor Capital Group, Inc. 401(k) Plan: Login, Facts & Contact Information

Windsor Capital Group, Inc. 401(k) Plan Facts

Plan name
WINDSOR CAPITAL GROUP 401(K) SAVINGS PROGRAM
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
WINDSOR CAPITAL GROUP, INC.
Participants
896 (635 active employees)
Former employees with a balance
114
Plan assets
$6,351,204 at Dec 31, 2024
Average account balance
$30,535 across 208 accounts
Employer contributions
$121 in plan year 2024
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1994
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $426,592 went into the plan in contributions, $121 of it from the employer (0%).
  • $1.05 million was paid out to participants.
  • Investment and other income added $786,953.
  • Administrative expenses were $21,620, about $104 per account.

How the Windsor Capital Group, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,082$7.92 million$114,273$954,265
20201,098$7.59 million$22,333$1.59 million
2021705$7.52 million$14$1.12 million
2022747$5.94 million—$471,303
2023845$6.24 million—$830,490
2024896$6.35 million$121$1.05 million

Windsor Capital Group, Inc. 401(k) Contact Information

Phone
310-566-1116
Mailing address
3420 OCEAN PARK BLVD STE 3000, SANTA MONICA CA 90405
Plan sponsor
WINDSOR CAPITAL GROUP, INC.
Employer identification number (EIN)
84-1122146
Plan number
001

Questions about the Windsor Capital Group, Inc. 401(k)

Does Windsor Capital Group, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $121, 0% of all contributions.

Does the Windsor Capital Group, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Windsor Capital Group, Inc 401(k) plan?

896 participants at the start of plan year 2024, 635 of them active employees, and 114 former employees who still had money in the plan.

What is the average 401(k) balance at Windsor Capital Group, Inc?

About $30,535 per account: $6.35 million in plan assets across 208 accounts with a balance at the end of plan year 2024.

Who manages the Windsor Capital Group, Inc 401(k) accounts?

Empower is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Windsor Capital Group, Inc. How do I access my 401(k)?

Your account stays with Empower after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

Related Companies
Headquarter: 55 SPINDRIFT DR, WILLIAMSVILLE, NY, 142217800
Headquarter: 10227 S DOLFIELD ROAD PO BOX 549, OWINGS MILLS, MD, 211173620
Headquarter: 2000 16TH STREET, DENVER, CO, 80202
Headquarter: PO BOX 1734, ATLANTA, GA, 30301
Headquarter: 6300 LEGACY DRIVE, PLANO, TX, 75024