City Winery 401(k) Ps Plan
Sponsored by City Winery, Llc · EIN 680644994 · Plan #001
- Total assets
- $3.2M
- Net assets
- $3.2M
- Active participants
- 453
- With balances
- 158
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Life & Annuity Insurance | Recordkeeping fees | $44,024 |
| Empower Advisory Group, Llc | Investment management | $2,342 |
| Morningstar Inc Dba Morningstar | Other fees | $595 |
| Park Avenue Securities Llc | Other commissions | $0 |