Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
NEW MONTRACHET LLC DBA VINTAGE WINE MERCHANTS
EIN 47-3220880Retail TradeLatest filing 2024
Plans
2
Retirement
2
$838K assets
Welfare
0
Participants
36
377 SANTANA ROW, SUITE 1135 - SAN JOSE, CA 95128408-260-1115
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $838K assets / 36 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
VINTAGE WINE MERCHANTS 401(K) PLAN
401k
Assets$664K
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
VINTAGE WINE MERCHANTS CASH BALANCE PLAN
CashBalance
Assets$174K
Participants11
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 | VINTAGE WINE MERCHANTS 401(K) PLAN | 401k | $664K | 25 | 2024 | |
| 002 | VINTAGE WINE MERCHANTS CASH BALANCE PLAN | CashBalance | $174K | 11 | 2024 |
Retirement plans