Winona Agency, INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Winona Agency, INC.
  • Sponsor EIN: 410902639
  • Sponsor Address: 174 CENTER ST., WINONA, MN, 55987
  • Plan Type: DC
  • Total Participants: 52
  • Total Assets: $10.5M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202452$10.5M$626,463$0
202351$9.1M$621,510$0
202256$8.3M$894,250$0

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