Assets by plan
Share of aggregate retirement assets
Filings through .
August Winter & Sons, Inc.
EIN 39-0855115mechanical or industrial engineeringLatest filing 2025
Plans
2
Retirement
2
$39.8M assets
Health & Benefits
0
Participants
162
PO BOX 1896 - APPLETON, WI 54912920-739-8881augustwinter.comLinkedIn201-500 employeesmechanical or industrial engineering
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $39.8M assets / 162 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#003
AUGUST WINTER & SONS, INC. EMPLOYEE RETIREMENT PLAN
401(k)
Assets$29.3M
Participants81
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
AUGUST WINTER & SONS, INC. EQUALIZING PENSION PLAN
Money purchase
Assets$10.5M
Participants81
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 |
|---|---|---|---|---|---|
| #003 | AUGUST WINTER & SONS, INC. EMPLOYEE RETIREMENT PLAN | 401(k) | $29.3M | 81 | 2025 |
| #002 | AUGUST WINTER & SONS, INC. EQUALIZING PENSION PLAN | Money purchase | $10.5M | 81 | 2025 |
- #003 · 401(k) · 202581
- #002 · Money purchase · 202581
Retirement plans