Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
A & J VINEYARD SUPPLY, INC.
EIN 26-1669835retailLatest filing 2024
Plans
2
Retirement
2
$4.0M assets
Welfare
0
Participants
22
1192 MAPLE LANE, BUILDING A - CALISTOGA, CA 94515707-963-5354aj-vineyardsupply.comLinkedIn1-10 employeesretail
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.0M 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
A & J VINEYARD SUPPLY INC.401(K) AND PROFIT SHARING PLAN
401k
Assets$2.4M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
A & J VINEYARD SUPPLY, INC. CASH BALANCE PLAN
CashBalance
Assets$1.6M
Participants11
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 | A & J VINEYARD SUPPLY INC.401(K) AND PROFIT SHARING PLAN | 401k | $2.4M | 11 | 2024 | |
| 002 | A & J VINEYARD SUPPLY, INC. CASH BALANCE PLAN | CashBalance | $1.6M | 11 | 2024 |
Retirement plans