Louis Kastelic signed Vintage Wine Distributor, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Vintage Wine Distributor, Inc.'s EIN is 34-1103501.
Download the official 2024 Form 5500 (PDF) for Vintage Wine Distributor, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Vintage Wine Distributor, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $55K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS, INC. | 06-1397347 | — | INVESTMENT ADVISORY | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.8M | 16.9% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $1.8M | 16.7% | |
| T. Rowe Price All-Cap Opportunities Fund Mutual Fund N/A | Other securities | — | — | $1.4M | 12.4% | |
| JPMorgan Equity Income Fund Mutual Fund N/A | Other securities | — | — | $915K | 8.4% | |
| Principal MidCap Pooled Separate Account N/A | Pooled Separate Accounts | — | — | $835K | 7.6% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $835K | 7.6% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $744K | 6.8% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $736K | 6.7% | |
| Principal Diversified International Pooled Separate Account N/A | Pooled Separate Accounts | — | — | $736K | 6.7% | |
| Victory Sycamore Est Val R6 Fund Mutual Fund N/A | Other securities | — | — | $698K | 6.4% | |
| Principal Core Fixed Income Pooled Separate Account N/A | Pooled Separate Accounts | — | — | $685K | 6.3% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $685K | 6.3% | |
| JPMorgan Emerging Markets Equity Fund Mutual Fund N/A | Other securities | — | — | $407K | 3.7% | |
| Principal Inflation Protection Pooled Separate Account N/A | Pooled Separate Accounts | — | — | $332K | 3.0% | |
| PRIN INFLATION PROTECT SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 099 | Pooled Separate Account | — | — | $332K | 3.0% | |
| Principal SmallCap Growth I Pooled Separate Account N/A | Pooled Separate Accounts | — | — | $329K | 3.0% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $329K | 3.0% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $120K | 1.1% | |
| Participant loans (interest at 4.25% to 9.50%) N/A | Bonds / Notes | — | — | $109K | 1.0% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
