E. E. Wine, Inc.'s EIN is 54-0944111.
Download the official 2023 Form 5500 (PDF) for E. E. Wine, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)E. E. Wine, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUESTAR RETIREMENT PLAN SERVICES | 59-3092339 | — | NONE | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CRAIG CASEY DBA HIGHLANDER FINANCIA | 37-0048650 | — | NONE | $43K | — |
| CHARLES SCHWAB BANK |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Growth Index Fund - | Common Collective Trusts | — | — | $1.0M | 13.5% | |
| Admiral Vanguard Value Index Fund Admiral - | Common Collective Trusts | — | — | $897K | 11.9% | |
| Nuveen International Equity Index - | Common Collective Trusts | — | — | $685K | 9.1% | |
| R6 Fidelity US Bond Index Fund - | Common Collective Trusts | — | — | $680K | 9.0% | |
| Vanguard Total International Bond - | Mutual Funds | — | — | $449K | 6.0% | |
| Index Admiral Vanguard Mid-Cap Index Fund - | Common Collective Trusts | — | — | $431K | 5.7% | |
| Admiral Vanguard Intrmd-Term Treasury - | Mutual Funds | — | — | $374K | 5.0% | |
| Index Admiral Federated Instl High Yield Bond IS - | Other securities | — | — | $347K | 4.6% | |
| Vanguard Short Term Corporate - | Mutual Funds | — | — | $309K | 4.1% | |
| Bond Index Admiral Vanguard Small Cap Index Fund - | Common Collective Trusts | — | — | $259K | 3.4% | |
| Vanguard Short Term Bond Index - | Mutual Funds | — | — | $225K | 3.0% | |
| Notes receivable from Interest rates ranging from 5.25% - | Bonds / Notes | — | — | $183K | 2.4% | |
| Fund Admiral Vanguard Emerging Mkts Stock - | Mutual Funds | — | — | $168K | 2.2% | |
| Index Fund Admiral Nuveen Lifecycle Index 2025 R6 - | Common Collective Trusts | — | — | $165K | 2.2% | |
| Vanguard Real Estate Index Fund - | Common Collective Trusts | — | — | $157K | 2.1% | |
| Admiral Nuveen Lifecycle Index 2055 R6 - | Mutual Funds | — | — | $129K | 1.7% | |
| Fidelity Multi-Asset Index Fund - | Common Collective Trusts | — | — | $116K | 1.5% | |
| Nuveen Lifecycle Index 2015 - | Mutual Funds | — | — | $116K | 1.5% | |
| Nuveen Lifecycle Index 2030 R6 - | Mutual Funds | — | — | $106K | 1.4% | |
| Charles Schwab Trust Schwab Treasury Infl Protected Sec - | Mutual Funds | — | — | $94K | 1.2% | |
| Bank Index Fund Nuveen Lifecycle Index 2035 R6 - | Common Collective Trusts | — | — | $90K | 1.2% | |
| Nuveen Lifecycle Index 2045 R6 - | Mutual Funds | — | — | $88K | 1.2% | |
| Nuveen Lifecycle Index 2040 R6 - | Mutual Funds | — | — | $76K | 1.0% | |
| Nuveen Lifecycle Index 2050 R6 - | Mutual Funds | — | — | $40K | 0.5% | |
| Nuveen Lifecycle Index 2065 R6 - | Mutual Funds | — | — | $34K | 0.5% | |
| Nuveen Lifecycle Index 2020 R6 - | Mutual Funds | — | — | $26K | 0.3% | |
| Nuveen Lifecycle Index 2060 R6 - | Mutual Funds | — | — | $11K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 82-3967259 |
| — |
| NONE |
| $1K |
| — |
