VINTAGE WINE DISTRIBUTOR, INC. 401(k) Plan
What public Form 5500 filings show about the VINTAGE WINE DISTRIBUTOR, INC. 401(k) plan — and how to find and check your own account.
The VINTAGE WINE DISTRIBUTOR, INC. 401(k) on its latest Form 5500
VINTAGE WINE DISTRIBUTOR, INC. (EIN 34-1103501) reports VINTAGE WINE RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $10.9M in plan assets across 132 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 VINTAGE WINE DISTRIBUTOR, INC. filing — schedules, fees, and providers.
Who runs the VINTAGE WINE DISTRIBUTOR, 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your VINTAGE WINE DISTRIBUTOR, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): USI ADVISORS.
How to check your VINTAGE WINE DISTRIBUTOR, INC. 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask VINTAGE WINE DISTRIBUTOR, 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).