Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WESTCHESTER WINE WAREHOUSE, LLC
EIN 38-3653684wine and spiritsLatest filing 2024
Plans
2
Retirement
2
$4.3M assets
Welfare
0
Participants
51
53 TARRYTOWN ROAD - WHITE PLAINS, NY 10607914-824-1400westchesterwine.comLinkedIn11-50 employeeswine and spirits
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.3M assets / 51 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#004
WESTCHESTER WINE WAREHOUSE, LLC CASH BALANCE PLAN
CashBalance
Assets$2.8M
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
WESTCHESTER WINE WAREHOUSE, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$1.4M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | WESTCHESTER WINE WAREHOUSE, LLC CASH BALANCE PLAN | CashBalance | $2.8M | 28 | 2024 | |
| 003 | WESTCHESTER WINE WAREHOUSE, LLC 401(K) PROFIT SHARING PLAN | 401k | $1.4M | 23 | 2024 |
Retirement plans