AUMdb

Halter Winery, Llc Retirement Plan

Sponsored by Halter Winery, Llc · EIN 010581749 · Plan #001

Total assets
$4.9M
Net assets
$4.9M
Active participants
67
With balances
115

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
The Vanguard Group, Inc. Other fees, Participant loan processing, Direct payment from the plan $585