Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
R AND R WINE MARKETING, INC
EIN 20-1413333Wholesale TradeLatest filing 2024
Plans
2
Retirement
2
$796K assets
Welfare
0
Participants
4
1094 CUDAHY PLACE, #114 - SAN DIEGO, CA 92110619-818-5444
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $796K assets / 4 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
R AND R WINE MARKETING INC DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$543K
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
R AND R WINE MARKETING, INC 401(K) SAVINGS PLAN
401k
Assets$253K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | R AND R WINE MARKETING INC DEFINED BENEFIT PENSION PLAN | TraditionalDB | $543K | 2 | 2024 | |
| 001 | R AND R WINE MARKETING, INC 401(K) SAVINGS PLAN | 401k | $253K | 2 | 2024 |
Retirement plans