Willamette Valley Vineyards Inc. 401(k) Profit Sharing Plan And Trust
Sponsored by Willamette Valley Vineyards Inc. · EIN 930981021 · Plan #001
- Total assets
- $4.3M
- Net assets
- $4.3M
- Active participants
- 198
- With balances
- 125
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 |
|---|---|---|
| American Funds | Other investment fees and expenses | $40,637 |
| Professional Benefit Services, Inc. | Contract administrator | $2,001 |