Retirement Plan Of Wholesale Wine Salesmen's Pension Fund
Sponsored by Board Of Trustees Of Retirement Plan Of The Wholesale Wine Salesmen Pe · EIN 510157873 · Plan #001 · Staten Island, NY
- Total assets
- $47.8M
- Net assets
- $47.8M
- Active participants
- 354
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo Advisors | Investment advisory (plan), Investment management fees (direct) | $330,204 |
| Danielle Cognetta | Employee (plan) | $69,600 |
| Milliman, Inc. | Actuarial | $52,852 |
| Weaver & Tidwell Llp | Accounting | $47,543 |
| Proskauer Rose Llp | Legal | $31,236 |