Treasury Wine Estates Retirement Savings Plan
Sponsored by Treasury Wine Estates Americas Company · EIN 942227626 · Plan #001
- Total assets
- $129M
- Net assets
- $129M
- Active participants
- 929
- With balances
- 1,354
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $197,938 |
| Global Retirement Partners Llc | Investment advisory (plan), Other fees | $0 |