Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
EXCALIBUR WINE COMPANY, INC.
EIN 56-2403512computer softwareLatest filing 2025
Plans
2
Retirement
2
$3.6M assets
Welfare
0
Participants
11
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.6M 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
EXCALIBUR WINE COMPANY, INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$2.8M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
EXCALIBUR WINE COMPANY, INC. 401(K) PLAN
401k
Assets$778K
Participants6
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 | EXCALIBUR WINE COMPANY, INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $2.8M | 5 | 2024 | |
| 001 | EXCALIBUR WINE COMPANY, INC. 401(K) PLAN | 401k | $778K | 6 | 2025 |
Retirement plans