Duckhorn Wine Company 401(k) Plan
Sponsored by Duckhorn Wine Company · EIN 942345103 · Plan #001
- Total assets
- $82.5M
- Net assets
- $82.5M
- Active participants
- 614
- With balances
- 770
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning Llc | Investment advisory (plan) | $69,887 |
| Empower Annuity Insurance Co Of Ame | Recordkeeping fees | $47,070 |
| Moss Adams Llp | Accounting | $31,125 |
| Pentegra Services Inc | Contract administrator, Consulting (general) | $22,967 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $19,017 |