What public Form 5500 filings show about the Foley Family Wines, Inc. 401(k) plan — and how to find and check your own account.
Foley Family Wines, Inc. (EIN 26-0823176) reports FOLEY FAMILY WINES 401(K) PLAN on its most recent Form 5500, with $47.8M in plan assets across 632 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Foley Family Wines, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Foley Family Wines, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WELLTH ADVISORY SERVICES, GLOBAL RETIREMENT PARTNERS.
