Silver Oak Cellars 401(k) Profit Sharing Plan
Sponsored by Silver Oak Wine Cellars, Llc · EIN 942327363 · Plan #333
- Total assets
- $47.6M
- Net assets
- $47.6M
- Active participants
- 205
- With balances
- 244
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| First Western Trust | Investment advisory (plan), Direct payment from the plan | $42,494 |
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $34,728 |
| Brotemarkle Davis & Co | Accounting, Direct payment from the plan | $30,800 |