Abc Fine Wine & Spirits 401 K Retirement & Savings Plan
Sponsored by Abc Liquors, Inc. Dba Abc Fine Wine & Spirits · EIN 590686670 · Plan #003
- Total assets
- $45.0M
- Net assets
- $45.0M
- Active participants
- 1,083
- With balances
- 1,352
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $178,922 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |