Joseph Phelps Vineyards 401(k) Profit Sharing Plan
Sponsored by Joseph Phelps Vineyards, Llc · EIN 942899644 · Plan #001
- Total assets
- $18.3M
- Net assets
- $18.3M
- Active participants
- 146
- With balances
- 217
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 |
|---|---|---|
| World Investment Advisors, Llc CRD 208512 | 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 |
|---|---|---|
| World Investment Advisors Llc | Investment advisory (plan) | $43,014 |
| Empower Annuity Insurance Company | Recordkeeping fees | $16,156 |
| Empower Advisory Group, Llc | Investment management | $4,227 |