What public Form 5500 filings show about the Winthrop & Weinstine, P.A. 401(k) plan — and how to find and check your own account.
Winthrop & Weinstine, P.A. (EIN 41-1722524) reports WINTHROP & WEINSTINE, P.A. 401K PLAN & TRUST on its most recent Form 5500, with $149.2M in plan assets across 306 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Winthrop & Weinstine, P.A. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Winthrop & Weinstine, P.A. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BAKER TILLY US LLP, CARLSON CAPITAL MANAGEMENT, VIA ACTUARIAL SOLUTIONS, WILSHIRE ADVISORS, RYAN INVESTMENT MANAGEMENT.
