Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WINONA AGENCY, INC.
EIN 41-0902639insuranceLatest filing 2025
Plans
2
Retirement
2
$12.5M assets
Welfare
0
Participants
141
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $12.5M assets / 141 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#002
EMPLOYEE STOCK OWNERSHIP PLAN OF WINONA AGENCY, INC.
ESOP
Assets$10.5M
Participants75
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
WINONA AGENCY, INC. 401(K) SAVINGS PLAN
401k
Assets$2.0M
Participants66
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | EMPLOYEE STOCK OWNERSHIP PLAN OF WINONA AGENCY, INC. | ESOP | $10.5M | 75 | 2024 | |
| 001 | WINONA AGENCY, INC. 401(K) SAVINGS PLAN | 401k | $2.0M | 66 | 2025 |
Retirement plans