AUMdb

Duplin Wine Cellars, Inc 401 K Plan

Sponsored by Duplin Wine Cellars, Inc · EIN 561119842 · Plan #001

Total assets
$10.8M
Net assets
$10.8M
Active participants
144
With balances
177

Plan year beginning 10/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed

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
John Hancock Life Insurance Company Recordkeeping, Investment management, Shareholder servicing fees $19,326
Kilpatrick Townsend & Stockton Llp Consulting (general), Legal $1,254