Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
ProfitSharing
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WINE LOVERS, LLC CASH BALANCE PLAN | CashBalance | $2.3M | 13 | 2025 | |
| 001 | WINE LOVERS, LLC PROFIT SHARING PLAN | ProfitSharing | $1.0M | 14 | 2025 |