Delicato Vineyards Employee Retirement Plan
Sponsored by Delicato Vineyards, Llc, A Delaware Limited Liability Company · EIN 942212174 · Plan #001
- Total assets
- $146M
- Net assets
- $146M
- Active participants
- 1,045
- With balances
- 1,404
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 | fuzzy_auto · 96% | 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 |
|---|---|---|
| Capfinancial Partners Llc Dba Captr | Investment advisory (plan) | $152,403 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $144,371 |
| Empower Advisory Group, Llc | Investment management | $14,551 |