Plan profile · 2023
DAYTON HEIDELBERG DISTRIBUTING CO., LLC
DAYTON-HEIDELBERG/OHIO VALLEY WINE 401(K) PLAN · –
Sponsor contact
Address3601 DRYDEN RD, MORAINE
State / ZIPOH 454391411
Phone9372228692
EIN / Plan #310620091 / 001
Plan health
Assets (EOY)$97M
Participants1,604
Avg balance$61k
Employer contrib$4M
Distributions$16M
Red flags
Delinquent contribs$475k
Fidelity bond$2M
Bond adequate?yes
AuditorFLAGEL HUBER FLAGEL
Incumbent advisor(s) of record, who to displace
| Advisor | EIN | Comp earned |
|---|---|---|
| MORGAN STANLEY | – | $55k |
| ESLER & VANDERSCHAAFF CO., LPA | – | $35k |
| EMPOWER ADVISORY GROUP, LLC | 841532243 | $5k |