Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WINONA MECHANICAL, INC.
EIN 41-1566406constructionLatest filing 2025
Plans
3
Retirement
2
$6.1M assets
Welfare
1
Participants
36
1210 E. 7TH STREET - WINONA, MN 55987507-454-3737winonamechanical.comLinkedIn1-10 employeesconstruction
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $6.1M assets / 29 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#001
WINONA MECHANICAL, INC. 401(K) PLAN
401k
Assets$5.3M
Participants16
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#005
WINONA MECHANICAL, INC. CASH BALANCE PLAN
CashBalance
Assets$864K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#502
BUILDERS & CONTRACTORS SUPP UNEMPLOYMENT INS PLAN
Unknown
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WINONA MECHANICAL, INC. 401(K) PLAN | 401k | $5.3M | 16 | 2025 | |
| 005 | WINONA MECHANICAL, INC. CASH BALANCE PLAN | CashBalance | $864K | 13 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | BUILDERS & CONTRACTORS SUPP UNEMPLOYMENT INS PLAN | Unknown | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans