Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE WINE GUY, INC.
EIN 27-1727969Retail TradeLatest filing 2025
Plans
2
Retirement
2
$4.2M assets
Welfare
0
Participants
53
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.2M assets / 53 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
THE WINE GUY, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$2.9M
Participants33
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THE WINE GUY, INC. CASH BALANCE PLAN
CashBalance
Assets$1.4M
Participants20
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 | THE WINE GUY, INC. 401(K) PROFIT SHARING PLAN | 401k | $2.9M | 33 | 2025 | |
| 002 | THE WINE GUY, INC. CASH BALANCE PLAN | CashBalance | $1.4M | 20 | 2025 |
Retirement plans