TERLATO WINE GROUP, LTD. 401(k) Plan
What public Form 5500 filings show about the TERLATO WINE GROUP, LTD. 401(k) plan — and how to find and check your own account.
The TERLATO WINE GROUP, LTD. 401(k) on its latest Form 5500
TERLATO WINE GROUP, LTD. (EIN 36-3148484) reports TERLATO WINE GROUP, LTD. SAVINGS AND RETIREMENT PLAN on its most recent Form 5500, with $43.8M in plan assets across 230 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 TERLATO WINE GROUP, LTD. filing — schedules, fees, and providers.
Who runs the TERLATO WINE GROUP, LTD. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Transamerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your TERLATO WINE GROUP, LTD. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): FORTIS ADVISORS, CHARLES SCHWAB & CO, NATIONAL FINANCIAL SERVICES.
How to check your TERLATO WINE GROUP, LTD. 401(k)
- Log in to Transamerica’s participant portal (the site on your statements).
- Ask TERLATO WINE GROUP, LTD. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).