California Association Of Winegrape Growers Retirement Plan And Trust
Sponsored by California Association Of Winegrape Growers · EIN 942292593 · Plan #002 · West Des Moine, IA
- Total assets
- $20.0M
- Net assets
- $20.0M
- Active participants
- 1,508
- With balances
- 358
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| 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 Annuity Insurance Company | Recordkeeping fees | $70,633 |
| Global Retirement Partners Llc | Investment advisory (plan) | $34,178 |
| Pentegra Services, Inc. | Contract administrator | $20,428 |
| Empower Advisory Group, Llc | Investment management | $12,288 |
| The Finway Group | Contract administrator | $9,124 |