Vintners Distributors, Inc. Profit Sharing Plan
Sponsored by Vintners Distributors, Inc. · EIN 943023379 · Plan #005
- Total assets
- $14.5M
- Net assets
- $14.5M
- Active participants
- 655
- With balances
- 173
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Financial Life Ins Co | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $35,773 |
| Merrill Lynch | Investment advisory (plan), Investment management fees (direct) | $33,455 |