J. Lohr Employees Retirement Plan
Sponsored by J. Lohr Winery Corporation · EIN 942241621 · Plan #002
- Total assets
- $43.5M
- Net assets
- $43.5M
- Active participants
- 207
- With balances
- 264
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 |
|---|---|---|
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | -$236 |