OpenERISA

Vine Investment Advisors, LP

Palm Beach Gardens, FL, 33418

EIN 20-8744298
Plans
2
Total participants
67
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
525990

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Vine Investment Advisors, LP 401(K) Plan1
2024Form 5500-SF002Vine Investment Advisors, LP Cash Balance Plan1
2023Form 5500-SF001Vine Investment Advisors, LP 401(K) Plan8
2023Form 5500-SF002Vine Investment Advisors, LP Cash Balance Plan6
2022Form 5500-SF001Vine Investment Advisors, LP 401(K) Plan8
2022Form 5500-SF002Vine Investment Advisors, LP Cash Balance Plan7
2021Form 5500-SF001Vine Investment Advisors, LP 401(K) Plan9
2021Form 5500-SF002Vine Investment Advisors, LP Cash Balance Plan8
2020Form 5500-SF001Vine Investment Advisors, LP 401(K) Plan11
2020Form 5500002Vine Investment Advisors, LP Cash Balance Plan8

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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