What public Form 5500 filings show about the Willamette Valley Vineyards Inc. 401(k) plan — and how to find and check your own account.
Willamette Valley Vineyards Inc. (EIN 93-0981021) reports WILLAMETTE VALLEY VINEYARDS INC. 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $4.3M in plan assets across 198 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 Willamette Valley Vineyards Inc. filing — schedules, fees, and providers.
Willamette Valley Vineyards Inc.’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 Willamette Valley Vineyards Inc.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): AMERICAN FUNDS, PROFESSIONAL BENEFIT SERVICES.
