AUMdb

Nakedwines.Com 401(k) Plan & Trust

Sponsored by Nakedwines.Com, Inc. · EIN 454138585 · Plan #002

Total assets
$6.3M
Net assets
$6.3M
Active participants
107
With balances
172

Plan year beginning 04/01/2024 · 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 Waterford Group Llc Investment advisory (plan), Direct payment from the plan $6,115
The Vanguard Group, Inc. Other fees, Participant loan processing, Direct payment from the plan $2,620