Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CHAPEL HILL WINE COMPANY
EIN 81-0555920Retail TradeLatest filing 2024
Plans
2
Retirement
2
$1.0M assets
Welfare
0
Participants
14
816 VILLAGE ROAD - CHARLOTTESVILLE, VA 22903919-923-1874
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.0M assets / 14 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
CHAPEL HILL WINE COMPANY CASH BALANCE PLAN
CashBalance
Assets$754K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CHAPEL HILL WINE COMPANY 401(K) PROFIT SHARING PLAN
401k
Assets$276K
Participants8
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 | CHAPEL HILL WINE COMPANY CASH BALANCE PLAN | CashBalance | $754K | 6 | 2024 | |
| 002 | CHAPEL HILL WINE COMPANY 401(K) PROFIT SHARING PLAN | 401k | $276K | 8 | 2024 |
Retirement plans