Southern Glazer's 401(k) Plan
Sponsored by Southern Glazer's Wine And Spirits, Llc · EIN 591285786 · Plan #001
- Total assets
- $2.1B
- Net assets
- $2.1B
- Active participants
- 18,219
- With balances
- 19,804
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $1,210,502 |
| Capfinancial Partners Llc | Investment management, Direct payment from the plan | $126,875 |