International Wines, Inc Retirement Plan
Sponsored by International Wines, Inc. · EIN 630661487 · Plan #001
- Total assets
- $8.5M
- Net assets
- $8.5M
- Active participants
- 56
- With balances
- 66
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 |
|---|---|---|
| Bridgeport Asset Management, Llc. CRD 290939 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bridgeworth Wealth Management | Investment advisory (plan), Direct payment from the plan | $34,623 |
| The Vanguard Group, Inc. | Other fees, Recordkeeping, Recordkeeping fees | $17,753 |