How big is HB Wine Merchants LLC's plan?

HB Wine Merchants LLC's plan reported $544K in assets and 5 participants for 2025.

Original filing (PDF)20260418152803NAL0020557841001

HB Wine Merchants LLC

Name: HB Wine Merchants LLC — HB Wine Merchants LLC 401(k), Form 5500 (2025)
Creator: HB Wine Merchants LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

HB Wine Merchants LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · HB Wine Merchants LLC's HB Wine Merchants LLC 401(k) Profit Sharing Plan & Trust held $544K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$544K

Net assets (EOY)

$544K

People on this filing

Kristin Shirtz signed HB Wine Merchants LLC's 2025 Form 5500 as plan administrator.

Kristin Shirtz — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

HB Wine Merchants LLC's EIN is 02-0646432.

EIN 02-0646432

Plan number 001

Plan year 2025

ACK ID 20260418152803NAL0020557841001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for HB Wine Merchants LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

HB Wine Merchants LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HB WINE MERCHANTS LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score