Wine.Com Retirement Trust
Sponsored by Wine.Com · EIN 832539821 · Plan #001 · San Leandro, CA
- Total assets
- $14.7M
- Net assets
- $14.7M
- Active participants
- 150
- With balances
- 211
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 |
|---|---|---|
| Three Bell Capital Llc CRD 159736 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $40,409 |
| Three Bell Capital | Investment advisory (plan) | $23,900 |
| Bpm Llc | Accounting | $20,223 |