Michelle Candelaria signed STE. Michelle Wine Estates, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
STE. Michelle Wine Estates, LLC's EIN is 91-0897041.
Download the official 2024 Form 5500 (PDF) for STE. Michelle Wine Estates, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)STE. Michelle Wine Estates, LLC'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $84K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MULTNOMAH GROUP INC. | 20-0361079 | — | INVESTMENT ADVISOR | $27K | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| STRATEGIC ADVISORS, INC. |
| 04-2654524 |
| — |
| ADVISOR |
| $18K |
| — |
| CREATIVE PLANNING HOLDCO, LLC | 43-1270780 | — | CONSULTANT | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US LLP | 30-1413443 | — | ACCOUNTANT/AUDITOR | $24K | — |
