Plan Snapshot
- Plan Sponsor: Southwest Wine And Spirits LLC Dba Wally'S Wine An
- Sponsor EIN: 462218226
- Sponsor Address: 10459 JEFFERSON BLVD., CULVER CITY, CA, 90232
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 873
- Total Assets: $2.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 873 | $2.2M | $0 | $0 |
| 2024 | 855 | $2.0M | $24,380 | $125,376 |
| 2023 | 845 | $1.7M | $19,779 | $97,061 |
| 2022 | 302 | $1.4M | $20,350 | $85,645 |