Beckstoffer Vineyards Safe Harbor 401(k) Retirement Savings Plan
Sponsored by Beckstoffer Vineyards · EIN 942463903 · Plan #002
- Total assets
- $19.3M
- Net assets
- $19.3M
- Active participants
- 132
- With balances
- 131
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 |
|---|---|---|
| World Investment Advisors, Llc CRD 208512 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| World Investment Advisors Llc | Investment advisory (plan) | $46,120 |
| Empower Annuity Insurance Company | Recordkeeping fees | $0 |