Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Wochnick Financial Services, Inc.
EIN 80-0922255Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
9
309 1ST STREET NORTHEAST, SUITE 102 - LITTLE FALLS, MN 56345320-631-2222
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M assets / 9 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
WOCHNICK FINANCIAL SERVICES, INC. RETIREMENT PLAN
401(k)
Assets$720K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WOCHNICK FINANCIAL SERVICES, INC. CASH BALANCE PLAN
Cash balance
Assets$693K
Participants4
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 | WOCHNICK FINANCIAL SERVICES, INC. RETIREMENT PLAN | 401(k) | $720K | 5 | 2025 | |
| 002 | WOCHNICK FINANCIAL SERVICES, INC. CASH BALANCE PLAN | Cash balance | $693K | 4 | 2025 |
Retirement plans