PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Winston-Marion Association for Retarded Citizens
  • Retirement analytics
  • Plan summaries
  • Retirement plans

Filings through Oct 24, 2026.

Winston-Marion Association for Retarded Citizens

EIN 23-7352161-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$475K assets
Health & Benefits
0
Participants
42
145 COUNTY HIGHWAY 76 - HALEYVILLE, AL 35565205-486-2178
Plans on this EIN
2 filings
#002Money purchase-$329K - 21 part#001401(k)-$146K - 21 part

Retirement portfolio analytics

2 plans aggregated / $475K assets / 42 participants

Assets by plan

Share of aggregate retirement assets

  • MONEY PURCHASE PLAN (#002)$329K
  • PROFIT SHARING PLAN (#001)$146K
Total $475KSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • MONEY PURCHASE PLAN (#002)21
  • PROFIT SHARING PLAN (#001)21
Total 42Select a row to open it

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

WINSTON-MARION A.R.C. MONEY PURCHASE PLAN

Money purchase

Assets$329K
Participants21
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

WINSTON-MARION A.R.C. 401K PROFIT SHARING PLAN

401(k)

Assets$146K
Participants21
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002WINSTON-MARION A.R.C. MONEY PURCHASE PLANMoney purchase$329K212025
#001WINSTON-MARION A.R.C. 401K PROFIT SHARING PLAN401(k)$146K212025
  • WINSTON-MARION A.R.C. MONEY PURCHASE PLAN$329K
    #002 · Money purchase · 202521
  • WINSTON-MARION A.R.C. 401K PROFIT SHARING PLAN$146K
    #001 · 401(k) · 202521
Retirement plans

On this page

  1. Retirement analytics
  2. Plan summaries
  3. Retirement plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica