Civic Intelligence

Windrose Advisors LLC

Plan context: Windrose 401K Plan

EIN 27-0558294 • Waltham, MA • 16 filings • 2 plans

800 South StreetSuite 600Waltham, MA 02453
Current Snapshot

Latest Year

2025

2025 Participants

21

2025 Assets

$7,168,358

2025 Contributions

$484,951

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$7,168,358$3,584,179$0201020182025YearValue
$7,168,358Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

27140201020182025YearValue
21Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025121$7,168,358$484,951$23,093iApproximate average salary by contribution assumption: employee only about $577,323 at 4% or $384,882 at 6%; with 50% employer match about $384,882 at 4% or $256,588 at 6%; with 100% employer match about $288,661 at 4% or $192,441 at 6%.
Windrose 401K Plan-21$7,168,358$484,951$23,093iApproximate average salary by contribution assumption: employee only about $577,323 at 4% or $384,882 at 6%; with 50% employer match about $384,882 at 4% or $256,588 at 6%; with 100% employer match about $288,661 at 4% or $192,441 at 6%.
2024121$5,650,731$565,768$26,941iApproximate average salary by contribution assumption: employee only about $673,533 at 4% or $449,022 at 6%; with 50% employer match about $449,022 at 4% or $299,348 at 6%; with 100% employer match about $336,767 at 4% or $224,511 at 6%.
Windrose 401K Plan-21$5,650,731$565,768$26,941iApproximate average salary by contribution assumption: employee only about $673,533 at 4% or $449,022 at 6%; with 50% employer match about $449,022 at 4% or $299,348 at 6%; with 100% employer match about $336,767 at 4% or $224,511 at 6%.
2023120$4,358,243$447,019$22,351iApproximate average salary by contribution assumption: employee only about $558,774 at 4% or $372,516 at 6%; with 50% employer match about $372,516 at 4% or $248,344 at 6%; with 100% employer match about $279,387 at 4% or $186,258 at 6%.
Windrose 401K Plan-20$4,358,243$447,019$22,351iApproximate average salary by contribution assumption: employee only about $558,774 at 4% or $372,516 at 6%; with 50% employer match about $372,516 at 4% or $248,344 at 6%; with 100% employer match about $279,387 at 4% or $186,258 at 6%.
2022117$3,595,130$1,484,914$87,348iApproximate average salary by contribution assumption: employee only about $2,183,697 at 4% or $1,455,798 at 6%; with 50% employer match about $1,455,798 at 4% or $970,532 at 6%; with 100% employer match about $1,091,849 at 4% or $727,899 at 6%.
Windrose 401K Plan-17$3,595,130$1,484,914$87,348iApproximate average salary by contribution assumption: employee only about $2,183,697 at 4% or $1,455,798 at 6%; with 50% employer match about $1,455,798 at 4% or $970,532 at 6%; with 100% employer match about $1,091,849 at 4% or $727,899 at 6%.
2021115$3,176,859$287,004$19,134iApproximate average salary by contribution assumption: employee only about $478,340 at 4% or $318,893 at 6%; with 50% employer match about $318,893 at 4% or $212,596 at 6%; with 100% employer match about $239,170 at 4% or $159,447 at 6%.
Windrose 401K Plan-15$3,176,859$287,004$19,134iApproximate average salary by contribution assumption: employee only about $478,340 at 4% or $318,893 at 6%; with 50% employer match about $318,893 at 4% or $212,596 at 6%; with 100% employer match about $239,170 at 4% or $159,447 at 6%.
2020127$2,510,557$262,047$9,705iApproximate average salary by contribution assumption: employee only about $242,636 at 4% or $161,757 at 6%; with 50% employer match about $161,757 at 4% or $107,838 at 6%; with 100% employer match about $121,318 at 4% or $80,879 at 6%.
Windrose 401K Plan-27$2,510,557$262,047$9,705iApproximate average salary by contribution assumption: employee only about $242,636 at 4% or $161,757 at 6%; with 50% employer match about $161,757 at 4% or $107,838 at 6%; with 100% employer match about $121,318 at 4% or $80,879 at 6%.
2019127$2,086,818$318,228$11,786iApproximate average salary by contribution assumption: employee only about $294,656 at 4% or $196,437 at 6%; with 50% employer match about $196,437 at 4% or $130,958 at 6%; with 100% employer match about $147,328 at 4% or $98,219 at 6%.
Windrose 401K Plan-27$2,086,818$318,228$11,786iApproximate average salary by contribution assumption: employee only about $294,656 at 4% or $196,437 at 6%; with 50% employer match about $196,437 at 4% or $130,958 at 6%; with 100% employer match about $147,328 at 4% or $98,219 at 6%.
2018124$1,539,980$294,560$12,273iApproximate average salary by contribution assumption: employee only about $306,833 at 4% or $204,556 at 6%; with 50% employer match about $204,556 at 4% or $136,370 at 6%; with 100% employer match about $153,417 at 4% or $102,278 at 6%.
Windrose 401K Plan-24$1,539,980$294,560$12,273iApproximate average salary by contribution assumption: employee only about $306,833 at 4% or $204,556 at 6%; with 50% employer match about $204,556 at 4% or $136,370 at 6%; with 100% employer match about $153,417 at 4% or $102,278 at 6%.
2017125$1,627,028$248,854$9,954iApproximate average salary by contribution assumption: employee only about $248,854 at 4% or $165,903 at 6%; with 50% employer match about $165,903 at 4% or $110,602 at 6%; with 100% employer match about $124,427 at 4% or $82,951 at 6%.
Windrose 401K Plan-25$1,627,028$248,854$9,954iApproximate average salary by contribution assumption: employee only about $248,854 at 4% or $165,903 at 6%; with 50% employer match about $165,903 at 4% or $110,602 at 6%; with 100% employer match about $124,427 at 4% or $82,951 at 6%.
2016122$1,455,333$261,547$11,889iApproximate average salary by contribution assumption: employee only about $297,213 at 4% or $198,142 at 6%; with 50% employer match about $198,142 at 4% or $132,094 at 6%; with 100% employer match about $148,606 at 4% or $99,071 at 6%.
Windrose 401K Plan-22$1,455,333$261,547$11,889iApproximate average salary by contribution assumption: employee only about $297,213 at 4% or $198,142 at 6%; with 50% employer match about $198,142 at 4% or $132,094 at 6%; with 100% employer match about $148,606 at 4% or $99,071 at 6%.
2015123$1,105,023$281,109$12,222iApproximate average salary by contribution assumption: employee only about $305,553 at 4% or $203,702 at 6%; with 50% employer match about $203,702 at 4% or $135,801 at 6%; with 100% employer match about $152,777 at 4% or $101,851 at 6%.
Windrose 401K Plan-23$1,105,023$281,109$12,222iApproximate average salary by contribution assumption: employee only about $305,553 at 4% or $203,702 at 6%; with 50% employer match about $203,702 at 4% or $135,801 at 6%; with 100% employer match about $152,777 at 4% or $101,851 at 6%.
2014118$848,076$213,954$11,886iApproximate average salary by contribution assumption: employee only about $297,158 at 4% or $198,106 at 6%; with 50% employer match about $198,106 at 4% or $132,070 at 6%; with 100% employer match about $148,579 at 4% or $99,053 at 6%.
Windrose 401K Plan-18$848,076$213,954$11,886iApproximate average salary by contribution assumption: employee only about $297,158 at 4% or $198,106 at 6%; with 50% employer match about $198,106 at 4% or $132,070 at 6%; with 100% employer match about $148,579 at 4% or $99,053 at 6%.
2013119$632,438$204,111$10,743iApproximate average salary by contribution assumption: employee only about $268,567 at 4% or $179,045 at 6%; with 50% employer match about $179,045 at 4% or $119,363 at 6%; with 100% employer match about $134,284 at 4% or $89,522 at 6%.
Windrose 401K Plan-19$632,438$204,111$10,743iApproximate average salary by contribution assumption: employee only about $268,567 at 4% or $179,045 at 6%; with 50% employer match about $179,045 at 4% or $119,363 at 6%; with 100% employer match about $134,284 at 4% or $89,522 at 6%.
2012116$463,051$174,312$10,895iApproximate average salary by contribution assumption: employee only about $272,363 at 4% or $181,575 at 6%; with 50% employer match about $181,575 at 4% or $121,050 at 6%; with 100% employer match about $136,181 at 4% or $90,788 at 6%.
Windrose 401K Plan-16$463,051$174,312$10,895iApproximate average salary by contribution assumption: employee only about $272,363 at 4% or $181,575 at 6%; with 50% employer match about $181,575 at 4% or $121,050 at 6%; with 100% employer match about $136,181 at 4% or $90,788 at 6%.
2011113$251,143$144,947$11,150iApproximate average salary by contribution assumption: employee only about $278,744 at 4% or $185,829 at 6%; with 50% employer match about $185,829 at 4% or $123,886 at 6%; with 100% employer match about $139,372 at 4% or $92,915 at 6%.
Windrose 401K Plan-13$251,143$144,947$11,150iApproximate average salary by contribution assumption: employee only about $278,744 at 4% or $185,829 at 6%; with 50% employer match about $185,829 at 4% or $123,886 at 6%; with 100% employer match about $139,372 at 4% or $92,915 at 6%.
201019$162,301$149,753$16,639iApproximate average salary by contribution assumption: employee only about $415,981 at 4% or $277,320 at 6%; with 50% employer match about $277,320 at 4% or $184,880 at 6%; with 100% employer match about $207,990 at 4% or $138,660 at 6%.
Windrose 401K Plan-9$162,301$149,753$16,639iApproximate average salary by contribution assumption: employee only about $415,981 at 4% or $277,320 at 6%; with 50% employer match about $277,320 at 4% or $184,880 at 6%; with 100% employer match about $207,990 at 4% or $138,660 at 6%.