Trefethen Profit Sharing And 401(k) Savings Plan
Sponsored by Trefethen Family Winery, Llc · EIN 942474359 · Plan #001
- Total assets
- $10.5M
- Net assets
- $10.5M
- Active participants
- 103
- With balances
- 115
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 |
|---|---|---|
| Precept Advisory Group Llc | Recordkeeping, Trustee (institutional), Other services | $25,414 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $3,000 |
| Adp Broker Dealer | Distribution (12b-1) fees, Sub-transfer agency fees, Shareholder servicing fees | $0 |