AUMdb

Winedirect, Inc. 401(k) Plan

Sponsored by Winedirect, Inc. · EIN 203100579 · Plan #002

Total assets
$6.9M
Net assets
$6.9M
Active participants
277
With balances
211

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
Voya Retirement Insurance & Annuity Recordkeeping fees $28,112
Kestra Advisory Services Llc Other fees $0