Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GRAND CRU LIQUID ASSETS. LLC
EIN 84-4043271wine and spiritsLatest filing 2024
Plans
2
Retirement
2
$5.3M assets
Welfare
0
Participants
18
2706 GATEWAY RD. - CARLSBAD, CA 92009949-306-4291grandcruliquidassets.comLinkedIn1-10 employeeswine and spirits
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.3M assets / 18 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
GRAND CRU LIQUID ASSETS, LLC 401(K) PLAN
401k
Assets$3.2M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
GRAND CRU LIQUID ASSETS, LLC CASH BALANCE PLAN
CashBalance
Assets$2.1M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GRAND CRU LIQUID ASSETS, LLC 401(K) PLAN | 401k | $3.2M | 9 | 2024 | |
| 002 | GRAND CRU LIQUID ASSETS, LLC CASH BALANCE PLAN | CashBalance | $2.1M | 9 | 2024 |
Retirement plans