Paul Hobbs Winery, Lp 401(k) Safe Harbor Plan
Sponsored by Paul Hobbs Winery, Lp · EIN 680251767 · Plan #001
- Total assets
- $7.8M
- Net assets
- $7.8M
- Active participants
- 130
- With balances
- 106
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 |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
| Worthy Asset Management Llc CRD 142462 | fuzzy_auto · 94% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Osaic Wealth Inc | Investment advisory (plan) | $21,298 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $15,668 |
| Woodbury Financial Services Inc | Investment advisory (plan) | $3,783 |
| Empower Advisory Group, Llc | Investment management | $3,373 |