Assets by plan
Share of aggregate retirement assets
73%top
Sponsor portfolio
EMILIO'S BEVERAGE WAREHOUSE, INC.
EIN 20-2299922wine and spiritsLatest filing 2024
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
22
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 22 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#001
EMILIO'S BEVERAGE WAREHOUSE, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$959K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
EMILIO'S BEVERAGE WAREHOUSE, INC. CASH BALANCE PENSION PLAN & TRUST
CashBalance
Assets$360K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EMILIO'S BEVERAGE WAREHOUSE, INC. 401(K) PROFIT SHARING PLAN | 401k | $959K | 15 | 2024 | |
| 002 | EMILIO'S BEVERAGE WAREHOUSE, INC. CASH BALANCE PENSION PLAN & TRUST | CashBalance | $360K | 7 | 2024 |
Retirement plans