Ste. Michelle Wine Estates Llc Retirement Income Plan
Sponsored by Ste. Michelle Wine Estates Llc · EIN 910897041 · Plan #301
- Total assets
- $58.3M
- Net assets
- $58.3M
- Active participants
- 250
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fid Inv Inst Ops Co | Actuarial, Recordkeeping, Participant communication | $163,687 |
| The Northern Trust Company | Trustee (institutional), Investment advisory (plan), Investment management | $88,134 |
| Loomis Sayles & Company Lp | Investment advisory (plan), Investment management, Investment management fees (direct) | $48,821 |
| October Three Consulting Llc | Consulting (pension), Consulting fees | $14,562 |