Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WINTER-DENT & COMPANY, INC.
EIN 43-1225462insuranceLatest filing 2025
Plans
2
Retirement
2
$19.7M assets
Welfare
0
Participants
131
101 E. MCCARTY ST - JEFFERSON CITY, MO 65101573-634-2122winter-dent.comLinkedIn51-200 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $19.7M assets / 131 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
WINTER-DENT & COMPANY, INC. 401(K) PLAN
401k
Assets$12.6M
Participants69
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
WINTER-DENT & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$7.1M
Participants62
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WINTER-DENT & COMPANY, INC. 401(K) PLAN | 401k | $12.6M | 69 | 2025 | |
| 002 | WINTER-DENT & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $7.1M | 62 | 2025 |
Retirement plans