Assets by plan
Share of aggregate retirement assets
52%top
Sponsor portfolio
WILLIAMS & GUMBINER LLP
EIN 47-1067172wine and spiritsLatest filing 2025
Plans
2
Retirement
2
$5.3M assets
Welfare
0
Participants
15
1010 B STREET, STE 200 - SAN RAFAEL, CA 94901415-755-1880williamsandwine.comLinkedIn1-10 employeeswine and spirits
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.3M assets / 15 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#002
WILLIAMS & GUMBINER LLP CASH BALANCE PLAN & TRUST
CashBalance
Assets$2.7M
Participants7
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
WILLIAMS & GUMBINER LLP 401(K) PLAN & TRUST
401k
Assets$2.5M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WILLIAMS & GUMBINER LLP CASH BALANCE PLAN & TRUST | CashBalance | $2.7M | 7 | 2025 | |
| 001 | WILLIAMS & GUMBINER LLP 401(K) PLAN & TRUST | 401k | $2.5M | 8 | 2025 |
Retirement plans