Assets by plan
Share of aggregate retirement assets
Filings through .
Justin Winter & Associates, LLC
EIN 20-1909948real estateLatest filing 2025
Plans
2
Retirement
2
$4.4M assets
Health & Benefits
0
Participants
18
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.4M assets / 18 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
JUSTIN WINTER & ASSOCIATES, LLC 401(K) SAFE HARBOR PLAN
401(k)
Assets$2.8M
Participants10
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
JUSTIN WINTER & ASSOCIATES, LLC CASH BALANCE PLAN
Cash balance
Assets$1.6M
Participants8
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 | JUSTIN WINTER & ASSOCIATES, LLC 401(K) SAFE HARBOR PLAN | 401(k) | $2.8M | 10 | 2025 |
| #002 | JUSTIN WINTER & ASSOCIATES, LLC CASH BALANCE PLAN | Cash balance | $1.6M | 8 | 2025 |
- #001 · 401(k) · 202510
- #002 · Cash balance · 20258
Retirement plans