Deutsch Family Wine & Spirits 401(k) Savings Plan
Sponsored by W.J. Deutsch & Sons, Ltd. Dba Deutsch Family · EIN 133539989 · Plan #001
- Total assets
- $87.4M
- Net assets
- $87.4M
- Active participants
- 388
- With balances
- 474
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 |
|---|---|---|
| Cerity Partners Llc CRD 151559 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $123,085 |
| Cerity Partners | Investment advisory (plan), Direct payment from the plan | $47,489 |