Wente Family Estates 401(k) Profit Sharing Plan & Trust
Sponsored by Wente Vineyards · EIN 941051349 · Plan #001
- Total assets
- $33.9M
- Net assets
- $33.9M
- Active participants
- 178
- With balances
- 0
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 |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $138,235 |
| Sbhu Life Agency Inc | Other commissions | $0 |