PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. National Wine & Spirits, Inc.
  • Retirement analytics
  • Plan summaries
  • Retirement plans

Filings through Oct 24, 2026.

Top hat

National Wine & Spirits, Inc.

EIN 35-2064429-computer software-Latest filing 2025
Plans
2
Retirement
2
$47.3M assets
Health & Benefits
0
Participants
504
733 SOUTH WEST STREET - INDIANAPOLIS, IN 462251253317-602-6644LinkedIn1-10 employeescomputer software
Plans on this EIN
2 filings
#003Traditional DB-$33.9M - 469 part#001401(k)-$13.4M - 35 part

Retirement portfolio analytics

2 plans aggregated / $47.3M assets / 504 participants

Assets by plan

Share of aggregate retirement assets

  • & DRIVERS PENSION (#003)$33.9M
  • THE NWS 401(K) (#001)$13.4M
Total $47.3MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • & DRIVERS PENSION (#003)469
  • THE NWS 401(K) (#001)35
Total 504Select a row to open it

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#003

RNDC HOURLY WAREHOUSEMEN & DRIVERS PENSION PLAN

Traditional DB

Assets$33.9M
Participants469
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

THE NWS 401(K) PLAN

401(k)

Assets$13.4M
Participants35
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#003RNDC HOURLY WAREHOUSEMEN & DRIVERS PENSION PLANTraditional DB$33.9M4692025
#001THE NWS 401(K) PLAN401(k)$13.4M352025
  • RNDC HOURLY WAREHOUSEMEN & DRIVERS PENSION PLAN$33.9M
    #003 · Traditional DB · 2025469
  • THE NWS 401(K) PLAN$13.4M
    #001 · 401(k) · 202535
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Plan summaries
  3. Retirement plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica