Ste. Michelle Wine Estates Llc 401(k) Plan
Sponsored by Ste. Michelle Wine Estates, Llc · EIN 910897041 · Plan #001
- Total assets
- $51.2M
- Net assets
- $51.2M
- Active participants
- 727
- With balances
- 1,041
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 |
|---|---|---|
| Multnomah Group, Inc. CRD 132131 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $84,344 |
| Multnomah Group Inc. | Investment advisory (plan) | $26,667 |
| Baker Tilly Us Llp | Accounting | $24,150 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $18,098 |
| Creative Planning Holdco, Llc | Consulting (general) | $5,000 |