Vintage Wine Company 401(k) & Profit Sharing Plan & Trust
Sponsored by Vintage Wine Company · EIN 382213668 · Plan #001
- Total assets
- $8.1M
- Net assets
- $8.1M
- Active participants
- 122
- With balances
- 137
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 |
|---|---|---|
| Sentinel Pension Advisors, Llc CRD 109901 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sentinel Pension Advisors | Investment advisory (plan), Investment management fees (direct) | $16,440 |
| Sentinel Benefits Group, Inc. | Investment advisory (plan), Investment management fees (direct) | $11,018 |