· 2022–2024 · DOL EFAST2

Pellegrini Vineyards, LLC — Pellegrini & Associates, Form 5500 (2024)

Original filing (PDF)20250717134050NAL0000363953002

Pellegrini Vineyards, LLC

Form 5500-SF

FILING_RECEIVED

Pellegrini & Associates 401(k) Plan

401(k) retirement plan · Pellegrini Vineyards, LLC's Pellegrini & Associates 401(k) Plan held $749K in plan assets for 11 participants in 2024.

Signals · 1

High average account balance

Active participants

11

Accounts w/ balance

4

Plan assets (EOY)

$749K

Net assets (EOY)

$749K

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

65

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

PELLEGRINI VINEYARDS, LLC

EIN

11-3325027all filings

Address

23005 MAIN RD · CUTCHOGUE, NY · 11935

Phone

(631) 734-4774

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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