Michael Skurnik Wines, Inc. 401(k) Profit Sharing Plan & Trust
Sponsored by Michael Skurnik Wines, Inc. · EIN 112945508 · Plan #001
- Total assets
- $31.2M
- Net assets
- $31.2M
- Active participants
- 228
- With balances
- 248
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 |
|---|---|---|
| Equitable Advisors, Llc CRD 6627 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cpi Qualified Plan Consultants, Inc | Recordkeeping, Consulting (pension), Participant loan processing | $36,275 |
| Equitable Advisors, Llc | Investment advisory (plan), Direct payment from the plan | $19,625 |