Sgws Of New York Sales, Warehouse And Clerical 401(k) Plan
Sponsored by Southern Glazer's Wine & Spirits Of New York, Llc · EIN 650879542 · Plan #010
- Total assets
- $72.6M
- Net assets
- $72.6M
- Active participants
- 355
- With balances
- 302
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
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 | $22,605 |
| Capfinancial Partners Llc | Investment management, Direct payment from the plan | $15,000 |