California Winery Workers Pension Plan Trust
Sponsored by California Winery Workers Pension Plan Trust · EIN 946082915 · Plan #001
- Total assets
- $14.1M
- Net assets
- $-40.0M
- Active participants
- 0
- With balances
- 0
Plan year beginning 01/01/2024
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 |
|---|---|---|
| Benefit Administration Corporation | Plan administrator, Direct payment from the plan | $280,850 |
| Eide Bailly, Llp | Accounting, Direct payment from the plan | $33,600 |
| Cheiron | Direct payment from the plan, Actuarial | $30,803 |
| Kraw Law Group | Direct payment from the plan, Legal | $29,647 |
| Union Bank | Trustee (institutional), Direct payment from the plan | $5,893 |
| Segal Select Insurance Services | Insurance services, Insurance brokerage commissions | $0 |