Opus One 401(k) Plan
Sponsored by Opus One Winery, Llc · EIN 680235610 · Plan #002
- Total assets
- $25.3M
- Net assets
- $25.3M
- Active participants
- 120
- With balances
- 162
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 |
| Newfront Retirement Services, Inc. CRD 167641 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Advisory Group, Llc | Investment management | $55,444 |
| Newfront Retirement Services, Inc. | Investment advisory (plan) | $47,748 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $6,896 |
| Charles Schwab & Co., Inc | Securities brokerage | $1 |