THE WINE GROUP, INC. 401(k) Plan
What public Form 5500 filings show about the THE WINE GROUP, INC. 401(k) plan — and how to find and check your own account.
The THE WINE GROUP, INC. 401(k) on its latest Form 5500
THE WINE GROUP, INC. (EIN 94-2756233) reports THE WINE GROUP RETIREMENT & SAVINGS PLAN on its most recent Form 5500, with $152.9M in plan assets across 995 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 THE WINE GROUP, INC. filing — schedules, fees, and providers.
Who runs the THE WINE GROUP, INC. 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 Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your THE WINE GROUP, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): HB WEALTH MANAGEMENT, GERBER KAWASAKI WEALTH &, CHARLES SCHWAB & CO.
How to check your THE WINE GROUP, INC. 401(k)
- Log in to Schwab’s participant portal (the site on your statements).
- Ask THE WINE GROUP, INC. 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).