Katelyn Duarte signed The HESS Collection Winery's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The HESS Collection Winery's EIN is 68-0071196.
Download the official 2024 Form 5500 (PDF) for The HESS Collection Winery from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The HESS Collection Winery'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 INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONCURRENT INVESTMENT ADVISORS LLC | — | TAMPA, FL | INVESTMENT ADVISOR | $20K | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
