What public Form 5500 filings show about the Freixenet Sonoma Caves, Inc. 401(k) plan — and how to find and check your own account.
Freixenet Sonoma Caves, Inc. (EIN 94-2851882) reports FREIXENET SONOMA CAVES, INC. PROFIT SHARING PLAN on its most recent Form 5500, with $19.2M in plan assets across 164 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 Freixenet Sonoma Caves, 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Freixenet Sonoma Caves, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CENTAURS FINANCIAL, MORNINGSTAR INVESTMENT MANAGEMENT L, WILSHIRE ADVISORS.
