MR. Mark Ponsiglione signed The Beverage Works New York, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Beverage Works New York, Inc.'s EIN is 22-3715225.
Download the official 2024 Form 5500 (PDF) for The Beverage Works New York, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Beverage Works New York, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORD KEEPER | $514 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH | — | PENNINGTON, NJ | ADVISOR | $12K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT SCAI TRANSAMERICA LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $1.1M | 96.8% | |
| Vanguard Target Retirement 2045 Investor Pooled separate account | Pooled Separate Accounts | — | — | $293K | 26.9% | |
| Vanguard Target Retirement 2035 Investor Pooled separate account | Pooled Separate Accounts | — | — | $287K | 26.3% | |
| Vanguard Target Retirement 2050 Investor Pooled separate account | Pooled Separate Accounts | — | — | $122K | 11.2% | |
| Vanguard 500 Index Admiral Pooled separate account | Pooled Separate Accounts | — | — | $106K | 9.7% | |
| Hartford Balanced Income R6 Pooled separate account | Pooled Separate Accounts | — | — | $89K | 8.2% | |
| Vanguard Total Bond Market Indx Admiral Pooled separate account | Pooled Separate Accounts | — | — | $51K | 4.7% | |
| Vanguard Total Intern'l Stock Index Adm Pooled separate account | Pooled Separate Accounts | — | — | $42K | 3.9% | |
| Transamerica Stable Value Ascend Account Guaranteed interest account | Stable Value | — | — | $35K | 3.2% | |
| Vanguard Mid-Cap Index Admiral Pooled separate account | Pooled Separate Accounts | — | — | $19K | 1.8% | |
| Vanguard Small-Cap Index Admiral Pooled separate account | Pooled Separate Accounts | — | — | $16K | 1.5% | |
| Vanguard Target Retirement 2040 Investor Pooled separate account | Pooled Separate Accounts | — | — | $14K | 1.3% | |
| Vanguard Target Retirement 2055 Investor Pooled separate account | Pooled Separate Accounts | — | — | $4K | 0.4% | |
| Vanguard Target Retirement 2060 Investor Pooled separate account | Pooled Separate Accounts | — | — | $3K | 0.3% | |
| Vanguard Target Retirement 2025 Investor Pooled separate account | Pooled Separate Accounts | — | — | $3K | 0.2% | |
| Vanguard Target Retirement 2065 Investor Pooled separate account | Pooled Separate Accounts | — | — | $1K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RED BANK PENSION SERVICES, INC. | 22-2755716 | SHREWSBURY, NJ | TPA | $0 | — |
