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Sponsor portfolio

JOSEPH PHELPS VINEYARDS, LLC

EIN 94-2899644-wine and spirits-Latest filing 2024
Plans
1
Retirement
1
$18.3M assets
Welfare
0
Participants
219
200 TAPLIN ROAD - ST HELENA, CA 94574707-967-3732josephphelps.comLinkedIn51-200 employeeswine and spirits
Plans on this EIN
1 filing
#001401k-$18.3M - 219 part

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Retirement#001

JOSEPH PHELPS VINEYARDS 401(K) PROFIT SHARING PLAN

401k

Assets$18.3M
Participants219
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JOSEPH PHELPS VINEYARDS 401(K) PROFIT SHARING PLAN401k$18.3M2192024
Retirement plans
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