The Wine Group Retirement & Savings Plan
Sponsored by The Wine Group, Inc. · EIN 942756233 · Plan #001
- Total assets
- $136M
- Net assets
- $136M
- Active participants
- 623
- With balances
- 916
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 |
|---|---|---|
| Hb Wealth Management, Llc CRD 316731 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $291,782 |
| Gerber Kawasaki Wealth & | Investment advisory (participants), Direct payment from the plan | $7,506 |
| Hb Wealth Management Llc | Investment advisory (participants), Direct payment from the plan | $5,661 |
| Charles Schwab & Co., Inc | Securities brokerage, Direct payment from the plan, Float revenue | $65 |