Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
ESOP
401k
Self Funded
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WINE WORLD COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $5.3M | 156 | 2025 | |
| 001 | WINE WORLD COMPANIES, INC. 401(K) PLAN | 401k | $936K | 158 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 002 | WINE WORLD COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | Self Funded | - | $0 | 0 | 2025 |