· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WINONA AGENCY, INC. — WINONA AGENCY, INC. 401(K) SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250902141653NAL0008504563001
WINONA AGENCY, INC.
Form 5500-SF
FILING_RECEIVED
WINONA AGENCY, INC. 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
43
Accounts w/ balance
64
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WINONA AGENCY, INC.
.
Find decision makers
Plan sponsor
Name
WINONA AGENCY, INC.
EIN
41-0902639
Address
174 CENTER ST. PO BOX 919 · WINONA, MN · 55987
Phone
(507) 452-3366
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Insurance Agencies & Brokerages plans
WORLD CLASS DEALER SERVICES, INC.
WORLD CLASS DEALER SERVICES, INC. 401(K) PLAN
$1.7M · 3 participants
SOUTHEASTERN ALLIANCE UNDERWRITERS, LLC
SOUTHEASTERN ALLIANCE UNDERWRITERS, LLC 401(K) PLAN
$1.7M · 30 participants
DIVIRGILIO INSURANCE AGENCY
DIVIRGILIO INSURANCE AGENCY, INC PROFIT SHARING 401(K) PLAN & TRUST
$1.7M · 12 participants
KEVIN CAHILL
KEVIN CAHILL 401(K) PLAN
$1.7M · 7 participants
DOWNEY INSURANCE AGENCY, INC.
DOWNEY INSURANCE AGENCY, INC. 401K PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.7M · 6 participants
J S BRADDOCK AGENCY
J.S. BRADDOCK AGENCY 401(K) PLAN
$1.7M · 43 participants
Large plans in Minnesota
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
UNITED HEALTHCARE SERVICES INC.
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST
$31.0B
MINNESOTA LIFE INSURANCE COMPANY
MASTER SEPARATE ACCOUNT
$29.2B
UNITEDHEALTH GROUP INCORPORATED
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN
$26.6B · 199,134 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) PLAN
$14.4B · 427,999 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) MASTER TRUST
$14.2B
