What public Form 5500 filings show about the Sonoma Valley Custom Wine 401(k) plan — and how to find and check your own account.
Sonoma Valley Custom Wine (EIN 46-4221841) reports SONOMA VALLEY CUSTOM WINE 401(K) PLAN on its most recent Form 5500, with $14K in plan assets across 10 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 Sonoma Valley Custom Wine filing — schedules, fees, and providers.
Sonoma Valley Custom Wine’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 Sonoma Valley Custom WineHR for the recordkeeper’s name and login.
