Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $475K assets / 42 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Money purchase
401(k)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | WINSTON-MARION A.R.C. MONEY PURCHASE PLAN | Money purchase | $329K | 21 | 2025 |
| #001 | WINSTON-MARION A.R.C. 401K PROFIT SHARING PLAN | 401(k) | $146K | 21 | 2025 |