Far Niente Wine Estates 401(k) Plan
Sponsored by Fn Cellars, Llc · EIN 463975808 · Plan #003 · Laguna Niguel, CA
- Total assets
- $22.4M
- Net assets
- $22.4M
- Active participants
- 236
- With balances
- 281
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Wellth Advisory Services, Llc CRD 330537 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners Llc | Investment advisory (plan) | $29,161 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $19,440 |
| Wellth Advisory Services Llc | Investment advisory (plan) | $10,852 |