PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. THE VINE ADVISORS, LLP
Sponsor portfolio

THE VINE ADVISORS, LLP

EIN 83-4436992-accounting-Latest filing 2025
Plans
1
Retirement
1
$84K assets
Welfare
0
Participants
13
2700 POST OAK BLVD STE 2100 - HOUSTON, TX 77056713-341-3685thevineadvisors.comLinkedIn11-50 employeesaccounting
Plans on this EIN
1 filing
#001401k-$84K - 13 part

Plan deep-dives

Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.
Retirement#001

VINELLP 401(K) P/S PLAN

401k

Assets$84K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VINELLP 401(K) P/S PLAN401k$84K132025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica