Sutter Home Winery, Inc. 401(k) And Profit Sharing Plan
Sponsored by Sutter Home Winery, Inc. · EIN 941080860 · Plan #001
- Total assets
- $341M
- Net assets
- $341M
- Active participants
- 1,082
- With balances
- 1,609
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bank Of America, N.A. | Other services | $151,644 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $29,308 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $15,356 |