Winery Exchange Inc., 401(k) Plan
Sponsored by Winery Exchange, Inc. · EIN 943353812 · Plan #001
- Total assets
- $15.2M
- Net assets
- $15.2M
- Active participants
- 138
- With balances
- 185
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Investment advisory (plan) | $56,341 |
| Empower Annuity Insurance Company | Recordkeeping fees | $7,933 |
| Empower Advisory Group, Llc | Investment management | $7,838 |