Jasmine Vineyards, Inc. Profit Sharing Plan
Sponsored by Jasmine Vineyards, Inc. · EIN 952745235 · Plan #001
- Total assets
- $11.2M
- Net assets
- $11.2M
- Active participants
- 548
- With balances
- 745
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Charles Schwab | Investment advisory (plan), Securities brokerage, Investment management fees (direct) | $71,799 |