Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#002)$3.1M
Filings through .
Winkler Group, Ltd.
EIN 05-0472255Wholesale TradeLatest filing 2025
Plans
2
Retirement
2
$6.2M assets
Health & Benefits
0
Participants
161
54 TAYLOR DRIVE - RUMFORD, RI 029161030401-272-2885
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.2M assets / 161 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
WINKLER GROUP, LTD. PROFIT SHARING PLAN
Profit-sharing
Assets$3.1M
Participants81
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
WINKLER GROUP LTD 401(K) PROFIT SHARING PLAN & TRUST
401(k)
Assets$3.1M
Participants80
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | WINKLER GROUP, LTD. PROFIT SHARING PLAN | Profit-sharing | $3.1M | 81 | 2025 |
| #002 | WINKLER GROUP LTD 401(K) PROFIT SHARING PLAN & TRUST | 401(k) | $3.1M | 80 | 2025 |
- #001 · Profit-sharing · 202581
- #002 · 401(k) · 202580
Retirement plans