AUMdb

Constellation Brands, Inc. 401(k) And Profit Sharing Plan

Sponsored by Constellation Brands, Inc. · EIN 160716709 · Plan #002

Total assets
$1.1B
Net assets
$1.1B
Active participants
4,111
With balances
5,758

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
Capfinancial Partners, Llc CRD 175112 fuzzy_auto · 96% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Life & Annuity Insurance Co Recordkeeping fees $322,443
Capfinancial Partners Llc Dba Captr Investment advisory (plan) $60,846
Bonadio & Co Llp Accounting $19,500