# Winona Agency, INC. DC Plan
Source: https://planprovider.pro/companies/winona-agency-inc-plan

> Winona Agency, INC.'s DC plan: 52 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

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

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|52|$10.5M|$626,463|$0|

| 2023|51|$9.1M|$621,510|$0|

| 2022|56|$8.3M|$894,250|$0|

## Similar Plans

- [Affiance Financial, LLC](https://planprovider.pro/companies/affiance-financial-llc-401k-plan) — 22 participants

- [Morgan Planning Group, LLC](https://planprovider.pro/companies/morgan-planning-group-llc-401k-plan) — 13 participants

- [701 Insurance Services, LLC](https://planprovider.pro/companies/701-insurance-services-llc-401k-plan) — 6 participants

- [Transcend Group, INC.](https://planprovider.pro/companies/transcend-group-inc-401k-plan) — 4 participants

- [Sw Enterprises INC.](https://planprovider.pro/companies/sw-enterprises-inc-401k-plan) — 3 participants

- [Pkhk INC.](https://planprovider.pro/companies/pkhk-inc-plan) — 3 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/winona-agency-inc-plan)

© 2026 PlanProvider.Pro