San Antonio Winery, Inc. 401(k) Plan
Sponsored by San Antonio Winery, Inc. · EIN 951824179 · Plan #001
- Total assets
- $34.3M
- Net assets
- $34.3M
- Active participants
- 424
- With balances
- 460
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 |
|---|---|---|
| Snowden Capital Advisors Llc CRD 157299 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Snowden Capital Advisors Llc | Investment advisory (plan) | $61,210 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $43,790 |