Assets by plan
Share of aggregate retirement assets
87%top
Sponsor portfolio
SOUTHERN WINE & SPIRITS OF ILLINOIS, INC.
EIN 65-1158658wine and spiritsLatest filing 2025
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
83
300 E CROSSROADS PKWY - BOLINGBROOK, IL 604403516630-685-3276LinkedIn51-200 employeeswine and spirits
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.1M assets / 83 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#003
SWSI DEFINED BENEFIT PENSION PLAN FOR SELECT MEMBERS OF TEAMSTERS UNION LOCAL 710
TraditionalDB
Assets$2.7M
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SOUTHERN WINE & SPIRITS OF ILLINOIS, INC. PENSION PLAN FOR MEMBERS OF TEAMSTERS LOCAL UNION NO. 710
MoneyPurchase
Assets$414K
Participants58
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | SWSI DEFINED BENEFIT PENSION PLAN FOR SELECT MEMBERS OF TEAMSTERS UNION LOCAL 710 | TraditionalDB | $2.7M | 25 | 2025 | |
| 002 | SOUTHERN WINE & SPIRITS OF ILLINOIS, INC. PENSION PLAN FOR MEMBERS OF TEAMSTERS LOCAL UNION NO. 710 | MoneyPurchase | $414K | 58 | 2025 |
Retirement plans