Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE WINE SOURCE, INC.
EIN 52-1681181Retail TradeLatest filing 2024
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
56
3601 ELM AVENUE - BALTIMORE, MD 21211410-467-7777
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.8M assets / 56 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
THE WINE SOURCE, INC. CASH BALANCE PLAN
CashBalance
Assets$1.6M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
THE WINE SOURCE 401(K) PLAN
401k
Assets$1.2M
Participants39
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE WINE SOURCE, INC. CASH BALANCE PLAN | CashBalance | $1.6M | 17 | 2024 | |
| 001 | THE WINE SOURCE 401(K) PLAN | 401k | $1.2M | 39 | 2024 |
Retirement plans