Windsor Holding Company 401(k) Plan: Login, Facts & Contact Information

Windsor Holding Company 401(k) Plan Facts

Plan name
WINDSOR 401(K) PROFIT SHARING PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
WINDSOR HOLDING COMPANY
Participants
148 (208 active employees)
Plan assets
$10,212,816 at Dec 31, 2024
Average account balance
$62,273 across 164 accounts
Employer contributions
$304,784 in plan year 2024 (32% of all contributions)
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
May 1, 1999
✓ 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-SF for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Jun 26, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $941,072 went into the plan in contributions, $304,784 of it from the employer (32%).
  • $808,095 was paid out to participants.
  • Investment and other income added $1.50 million.

How the Windsor Holding Company 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019148$7.82 million$172,941$387,586
2020151$7.39 million$182,492$2.18 million
2021143$8.76 million$207,212$204,091
2022142$6.71 million$215,153$1.04 million
2023137$8.62 million$221,455$147,650
2024148$10.2 million$304,784$808,095

Windsor Holding Company 401(k) Contact Information

Phone
801-231-2185
Mailing address
737 SOUTHPOINT BLVD SUITE H, PETALUMA CA 94954
Plan sponsor
WINDSOR HOLDING COMPANY
Employer identification number (EIN)
20-3799510
Plan number
001

Questions about the Windsor Holding Company 401(k)

Does Windsor Holding Company contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $304,784, 32% of all contributions.

Does the Windsor Holding Company 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Windsor Holding Company 401(k) plan?

148 participants at the start of plan year 2024, 208 of them active employees.

What is the average 401(k) balance at Windsor Holding Company?

About $62,273 per account: $10.2 million in plan assets across 164 accounts with a balance at the end of plan year 2024.

Who manages the Windsor Holding Company 401(k) accounts?

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

I no longer work at Windsor Holding Company. How do I access my 401(k)?

Your account stays with ADP Retirement Services 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.

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