Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
VINTAGE WEALTH ADVISORS
EIN 81-4954711financial servicesLatest filing 2025
Plans
2
Retirement
2
$14.1M assets
Welfare
0
Participants
19
513 LINCOLN AVE - NAPA, CA 94558707-492-5100vintage-wealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $14.1M assets / 19 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
VINTAGE WEALTH ADVISORS 401(K) PROFIT SHARING PLAN
401k
Assets$11.5M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
VINTAGE WEALTH ADVISORS CASH BALANCE PLAN
CashBalance
Assets$2.7M
Participants9
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 | VINTAGE WEALTH ADVISORS 401(K) PROFIT SHARING PLAN | 401k | $11.5M | 10 | 2025 | |
| 002 | VINTAGE WEALTH ADVISORS CASH BALANCE PLAN | CashBalance | $2.7M | 9 | 2025 |
Retirement plans