Potrero Distilling Holdings Retirement Plan
Sponsored by Potrero Distilling Holdings · EIN 272332086 · Plan #002
- Total assets
- $13.9M
- Net assets
- $13.9M
- Active participants
- 70
- With balances
- 96
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 |
|---|---|---|
| World Investment Advisors, Llc CRD 208512 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| World Investment Advisors Llc | Investment advisory (plan) | $26,163 |
| Empower Annuity Insurance Company | Recordkeeping fees | $8,577 |
| Cota Street Investment Management | Investment management | $5,980 |