Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WINTERS & COMPANY, LTD.
EIN 11-3671256insuranceLatest filing 2025
Plans
2
Retirement
2
$12.6M assets
Welfare
0
Participants
27
108 SOUTH WYNSTONE PARK DRIVE, SUITE 100 - NORTH BARRINGTON, IL 60010847-382-6002wintersins.comLinkedIn11-50 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $12.6M assets / 27 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WINTERS & COMPANY, LTD. 401(K) PLAN
401k
Assets$10.1M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WINTERS & COMPANY, LTD. CASH BALANCE PLAN
CashBalance
Assets$2.5M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WINTERS & COMPANY, LTD. 401(K) PLAN | 401k | $10.1M | 14 | 2025 | |
| 002 | WINTERS & COMPANY, LTD. CASH BALANCE PLAN | CashBalance | $2.5M | 13 | 2025 |
Retirement plans