AUMdb

The Wine Group Franzia Winery Retirement And Savings Plan

Sponsored by The Wine Group, Inc. · EIN 942756233 · Plan #002

Total assets
$17.2M
Net assets
$17.2M
Active participants
372
With balances
375

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

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 $60,448