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Filters:State: CA City: RUTHERFORD Clear all

Companies

companyCaymus Vineyards, Inc.
$42.2Mreported plan assets
EIN: 94-2151816Location: CAPlans: 2Participants: 729Latest: 2023
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companyFrancis Ford Coppola Presents, LLC
1loaded plans
EIN: 20-3864187Location: CAPlans: 1Participants: 125Latest: 2023
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companyNiebaum-Coppola Estate Winery, Lp
$38Mreported plan assets
EIN: 68-0279391Location: CAPlans: 1Participants: 432Latest: 2023
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companyBeckstoffer Vineyards
$18.5Mreported plan assets
EIN: 94-2463903Location: CAPlans: 1Participants: 160Latest: 2023
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Plans

planCaymus Vineyards 401(K) And Profit Sharing PlanFinancial statementProvider compensation2023 filing
$42.2Mreported assets (EOY)
Sponsor: Caymus VineyardsEIN: 94-2151816Plan: 003Participants: 382Assets: $42,155,578Net assets: $42.2MAssets / participant: $110.4KLocation: Rutherford, CALatest: 2023
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planThe Coppola Companies Retirement Savings PlanFinancial statementProvider compensation2023 filing
$38Mreported assets (EOY)
Sponsor: Niebaum-Coppola Estate Winery, LpEIN: 68-0279391Plan: 001Participants: 432Assets: $38,031,495Net assets: $38MAssets / participant: $88KLocation: Rutherford, CALatest: 2023
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planBeckstoffer Vineyards Safe Harbor 401(K) Retirement Savings PlanFinancial statementProvider compensation2023 filing
$18.5Mreported assets (EOY)
Sponsor: Beckstoffer VineyardsEIN: 94-2463903Plan: 002Participants: 160Assets: $18,475,579Net assets: $18.5MAssets / participant: $115.5KLocation: Rutherford, CALatest: 2023
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planFrancis Ford Coppola Presents, LLC Health And Welfare Plan2023 filing
Sponsor: Francis Ford Coppola Presents, LLCEIN: 20-3864187Plan: 501Participants: 125Assets: not reported in the loaded datasetLocation: Rutherford, CALatest: 2023
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planCaymus Vineyards Health & Welfare Plan2023 filing
Sponsor: Caymus Vineyards, Inc.EIN: 94-2151816Plan: 501Participants: 347Assets: not reported in the loaded datasetLocation: Rutherford, CALatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
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