Phillip NERI signed Wine.COM's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wine.COM's EIN is 83-2539821.
Download the official 2024 Form 5500 (PDF) for Wine.COM from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wine.COM's plan includes 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THREE BELL CAPITAL | 45-3567626 | — | INVESTMENT ADVISOR | $24K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 |
|---|---|---|---|---|---|
| BPM LLC | 81-4234542 | — | ACCOUNTANT/AUDITOR | $20K | — |
