E. E. Wine, Inc. 401(k) Plan
Sponsored by E. E. Wine, Inc. · EIN 540944111 · Plan #003
- Total assets
- $8.3M
- Net assets
- $8.3M
- Active participants
- 114
- With balances
- 148
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $47,487 |
| Ameritas Life Insurance Corp | Claims processing, Contract administrator, Plan administrator | $15,341 |
| Charles Schwab Bank | Custodial (securities), Securities brokerage, Participant loan processing | $1,810 |