What public Form 5500 filings show about the Brookes-NOTE Wines LLC 401(k) plan — and how to find and check your own account.
Brookes-NOTE Wines LLC (EIN 84-2071923) reports BROOKES-NOTE WINES LLC 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $105K in plan assets across 15 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Brookes-NOTE Wines LLC filing — schedules, fees, and providers.
Brookes-NOTE Wines LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Brookes-NOTE Wines LLCHR for the recordkeeper’s name and login.
