AUMdb

Southern Glazer's Union 401(k) Plan

Sponsored by Southern Glazer's Wine And Spirits, Llc · EIN 591285786 · Plan #002

Total assets
$66.3M
Net assets
$66.3M
Active participants
1,137
With balances
1,042

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 $31,199