Assets by plan
Share of aggregate retirement assets
Filings through .
Winona Mechanical, Inc.
EIN 41-1566406constructionLatest filing 2025
Plans
3
Retirement
2
$6.3M assets
Health & Benefits
1
Participants
36
1210 E. 7TH STREET - WINONA, MN 55987507-454-3737winonamechanical.comLinkedIn1-10 employeesconstruction
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $6.3M assets / 29 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#001
WINONA MECHANICAL, INC. 401(K) PLAN
401(k)
Assets$5.3M
Participants16
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#005
WINONA MECHANICAL, INC. CASH BALANCE PLAN
Cash balance
Assets$1.1M
Participants13
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
BUILDERS & CONTRACTORS SUPP UNEMPLOYMENT INS PLAN
Unknown
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | WINONA MECHANICAL, INC. 401(K) PLAN | 401(k) | $5.3M | 16 | 2025 |
| #005 | WINONA MECHANICAL, INC. CASH BALANCE PLAN | Cash balance | $1.1M | 13 | 2025 |
- #001 · 401(k) · 202516
- #005 · Cash balance · 202513
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | BUILDERS & CONTRACTORS SUPP UNEMPLOYMENT INS PLAN | Unknown | - | $0 | 0 | 2025 |
- #502 · Unknown · 20250
Retirement plans
Health & Benefits plans