AUMdb

Vineyard Vines 401(k) Plan

Sponsored by Vineyard Vines, Llc · EIN 061531016 · Plan #001

Total assets
$42.2M
Net assets
$42.2M
Active participants
1,446
With balances
814

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
Wells Fargo Clearing Services, Llc CRD 19616 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Jpmorgan Invest Holdings Llc Recordkeeping fees $62,303
Wells Fargo Advisors Llc Consulting (general), Investment advisory (plan) $45,718