What public Form 5500 filings show about the Heritage Wine Cellars, Ltd. 401(k) plan — and how to find and check your own account.
Heritage Wine Cellars, Ltd. (EIN 36-2331325) reports HERITAGE WINE CELLARS, LTD. LOCAL 710 EMPLOYEES' 401(K) PLAN on its most recent Form 5500, with $4.5M in plan assets across 58 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 Heritage Wine Cellars, Ltd. filing — schedules, fees, and providers.
Heritage Wine Cellars, Ltd.’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 Heritage Wine Cellars, Ltd.HR for the recordkeeper’s name and login.
