How big is McGreens Fine Wine & Spirits' plan?

McGreens Fine Wine & Spirits' plan reported $3.0M in assets and 31 participants for 2025.

Original filing (PDF)20260413140753NAL0017175537001

McGreens Fine Wine & Spirits

Name: McGreens Fine Wine & Spirits — McGreens Fine Wine &, Form 5500 (2025)
Creator: McGreens Fine Wine & Spirits
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McGreens Fine Wine & Spirits 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · McGreens Fine Wine & Spirits' McGreens Fine Wine & Spirits 401(k) Profit Sharing Plan & Trust held $3.0M in plan assets for 31 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

Ronald E McGreen signed McGreens Fine Wine & Spirits' 2025 Form 5500 as plan administrator.

Ronald E McGreen — 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

McGreens Fine Wine & Spirits' EIN is 05-0367872.

EIN 05-0367872

Plan number 001

Plan year 2025

ACK ID 20260413140753NAL0017175537001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for McGreens Fine Wine & Spirits from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

McGreens Fine Wine & Spirits' 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 MCGREENS FINE WINE & SPIRITS.

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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

Knocking points off