Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE WOOD CELLAR LTD.
EIN 54-1685515wholesaleLatest filing 2024
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
11
2825 BUSINESS CENTER BLVD, SUITE C7 - MELBOURNE, FL 32940321-751-4235woodcellar.comLinkedIn1-10 employeeswholesale
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 11 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 WOOD CELLAR LTD. CASH BALANCE PENSION PLAN
CashBalance
Assets$1.4M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
THE WOOD CELLAR LTD. PROFIT SHARING PLAN
401k
Assets$138K
Participants7
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 WOOD CELLAR LTD. CASH BALANCE PENSION PLAN | CashBalance | $1.4M | 4 | 2024 | |
| 001 | THE WOOD CELLAR LTD. PROFIT SHARING PLAN | 401k | $138K | 7 | 2024 |
Retirement plans