Original filing (PDF)20260105132504NAL0006435648001

AUGUST WINTER & SONS, INC.

Name: AUGUST WINTER & SONS, INC. — AUGUST WINTER & SONS, INC. EQUALIZING PENSION PLAN, Form 5500 (2024)
Creator: AUGUST WINTER & SONS, INC.

Form 5500-SF

FILING_RECEIVED

AUGUST WINTER & SONS, INC. EQUALIZING PENSION PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.5M

Net assets (EOY)

$10.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AUGUST WINTER & SONS, INC..

Plan sponsor

Name

AUGUST WINTER & SONS, INC.

EIN

39-0855115

Address

PO BOX 1896 · APPLETON, WI · 54912

Phone

(920) 739-8881

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-11-01

Tax period

2025-10-31

Filed

2026-01-05

Pension benefit codes

2C · Money purchase (other than target benefit)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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