What public Form 5500 filings show about the Domaine Carneros Ltd. 401(k) plan — and how to find and check your own account.
Domaine Carneros Ltd. (EIN 94-3027255) reports DOMAINE CARNEROS, LTD 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $10.8M in plan assets across 128 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 Domaine Carneros Ltd. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Domaine Carneros Ltd. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MERRILL LYNCH PIERCE FENNER & SMITH.
