New Mexico Wineries Inc 401(k) Profit Sharing Plan & Trust
Sponsored by New Mexico Wineries Inc · EIN 850333470 · Plan #001
- Total assets
- $3.5M
- Net assets
- $3.5M
- Active participants
- 340
- With balances
- 104
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 |
|---|---|---|
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $16,074 |
| Administrative Group Llc Dba Tag | Recordkeeping, Participant loan processing, Recordkeeping fees | $8,351 |