Phase 2 Cellars, LLC DBA Tolosa Winery 401(k) Plan

The Phase 2 Cellars, LLC DBA Tolosa Winery 401(k) on its latest Form 5500

Phase 2 Cellars, LLC DBA Tolosa Winery (EIN 77-0473707) reports PHASE 2 CELLARS, LLC 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $3.8M in plan assets across 48 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 Phase 2 Cellars, LLC DBA Tolosa Winery filing — schedules, fees, and providers.

Who runs the Phase 2 Cellars, LLC DBA Tolosa Winery 401(k)?

Phase 2 Cellars, LLC DBA Tolosa Winery’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 Phase 2 Cellars, LLC DBA Tolosa WineryHR for the recordkeeper’s name and login.

How to check your Phase 2 Cellars, LLC DBA Tolosa Winery 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Phase 2 Cellars, LLC DBA Tolosa Winery HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).