What public Form 5500 filings show about the Roberts Wine, LLC DBA the Hawthorn Bottle Shop & Tasting ROOM 401(k) plan — and how to find and check your own account.
Roberts Wine, LLC DBA the Hawthorn Bottle Shop & Tasting ROOM (EIN 47-0997589) reports HAWTHORN BOTTLE SHOP PLAN & TRUST on its most recent Form 5500, with $186K in plan assets across 13 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 Roberts Wine, LLC DBA the Hawthorn Bottle Shop & Tasting ROOM filing — schedules, fees, and providers.
Roberts Wine, LLC DBA the Hawthorn Bottle Shop & Tasting ROOM’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 Roberts Wine, LLC DBA the Hawthorn Bottle Shop & Tasting ROOMHR for the recordkeeper’s name and login.
