Assets by plan
Share of aggregate retirement assets
64%top
Sponsor portfolio
JUSTIN WINTER & ASSOCIATES, LLC
EIN 20-1909948real estateLatest filing 2024
Plans
2
Retirement
2
$3.9M assets
Welfare
0
Participants
14
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.9M assets / 14 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
JUSTIN WINTER & ASSOCIATES, LLC 401(K) SAFE HARBOR PLAN
401k
Assets$2.4M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
JUSTIN WINTER & ASSOCIATES, LLC CASH BALANCE PLAN
CashBalance
Assets$1.4M
Participants6
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 | JUSTIN WINTER & ASSOCIATES, LLC 401(K) SAFE HARBOR PLAN | 401k | $2.4M | 8 | 2024 | |
| 002 | JUSTIN WINTER & ASSOCIATES, LLC CASH BALANCE PLAN | CashBalance | $1.4M | 6 | 2024 |
Retirement plans