Plan profile · 2023
THE HESS COLLECTION WINERY
THE HESS COLLECTION 401(K) PLAN · –
Sponsor contact
Address4411 REDWOOD ROAD, NAPA
State / ZIPCA 94558
Phone7072551144
EIN / Plan #680071196 / 001
Plan health
Assets (EOY)$21M
Participants125
Avg balance$168k
Employer contrib$620k
Distributions$2M
Red flags
Delinquent contribs$113k
Fidelity bond$500k
Bond adequate?yes
AuditorPENSION ASSURANCE LLP
Incumbent advisor(s) of record, who to displace
| Advisor | EIN | Comp earned |
|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES | – | $10k |
| CONCURRENT INVESTMENT ADVISORS LLC | – | $7k |