Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AUGUST WINTER & SONS, INC.
EIN 39-0855115mechanical or industrial engineeringLatest filing 2025
Plans
2
Retirement
2
$39.8M assets
Welfare
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 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#003
AUGUST WINTER & SONS, INC. EMPLOYEE RETIREMENT PLAN
401k
Assets$29.3M
Participants81
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
AUGUST WINTER & SONS, INC. EQUALIZING PENSION PLAN
MoneyPurchase
Assets$10.5M
Participants81
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | AUGUST WINTER & SONS, INC. EMPLOYEE RETIREMENT PLAN | 401k | $29.3M | 81 | 2025 | |
| 002 | AUGUST WINTER & SONS, INC. EQUALIZING PENSION PLAN | MoneyPurchase | $10.5M | 81 | 2025 |
Retirement plans