Caymus Vineyards 401(k) And Profit Sharing Plan
Sponsored by Caymus Vineyards · EIN 942151816 · Plan #003
- Total assets
- $53.2M
- Net assets
- $53.2M
- Active participants
- 395
- With balances
- 405
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
| Worthy Asset Management Llc CRD 142462 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $87,928 |
| Osaic Wealth, Inc. | Investment advisory (plan), Consulting fees | $41,491 |
| Woodbury Financial Services, Inc. | Investment advisory (plan), Consulting fees | $15,694 |