C. Mondavi & Family 401(k) Retirement Plan
Sponsored by C. Mondavi & Family · EIN 941087246 · Plan #004 · St. Helena, CA
- Total assets
- $16.3M
- Net assets
- $16.3M
- Active participants
- 88
- With balances
- 126
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 |
|---|---|---|
| Nwk Group, Inc. CRD 124186 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nwk Group, Inc. | Investment advisory (plan) | $7,590 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$3,264 |