Assets by plan
Share of aggregate retirement assets
68%top
Sponsor portfolio
GRW WINE COLLECTION, INC.
EIN 84-4399064wine and spiritsLatest filing 2025
Plans
2
Retirement
2
$3.2M assets
Welfare
0
Participants
22
5909 SEA LION PLACE, SUITE G - CARLSBAD, CA 92010760-448-5199grwwine.comLinkedIn11-50 employeeswine and spirits
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.2M assets / 22 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
GRW WINE COLLECTION 401(K) PLAN & TRUST
401k
Assets$2.2M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
GRW WINE COLLECTION CASH BALANCE PLAN & TRUST
CashBalance
Assets$1.0M
Participants7
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 | GRW WINE COLLECTION 401(K) PLAN & TRUST | 401k | $2.2M | 15 | 2025 | |
| 002 | GRW WINE COLLECTION CASH BALANCE PLAN & TRUST | CashBalance | $1.0M | 7 | 2025 |
Retirement plans