Back to filter
Original filing (PDF)20250418131048NAL0001333107001
INTERVINE, INC.
Form 5500-SF
FILING_RECEIVED
INTERVINE, INC. 401(K) PLAN
401(k) retirement plan
Active participants
23
Accounts w/ balance
28
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTERVINE, INC..
Plan sponsor
Name
INTERVINE, INC.
EIN
13-3604665
Address
860 NAPA VALLEY CORPORATE WAY · SUITE K · NAPA, CA · 94558
Phone
(707) 253-1665
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-18
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Wholesale Trade plans
MERVENNE BEVERAGE, INC.
MERVENNE BEVERAGE, INC. 401(K) PROFIT SHARING PLAN
$3.0M · 16 participants
MENDEZ & CO., INC.
MENDEZ & CO., INC. EMPLOYEES' RETIREMENT PLAN
$3.0M
A. BOMMARITO WINES, INC.
A. BOMMARITO WINES, INC. PROFIT SHARING PLAN
$3.0M · 47 participants
N H SCHEPPERS DISTRIBUTING COMPANY, INC
N H SCHEPPERS DISTRIBUTING COMPANY, INC MONEY PURCHASE PLAN
$3.0M · 36 participants
BOUCHARD PERE & FILS AMERICA, INC.
BOUCHARD PERE & FILS AMERICA, INC. 401(K) PLAN
$3.0M · 30 participants
THREE PIRATES, LLC DBA POINT BLANK DISTRIBUTING
PBD CLOSED 401(K) RETIREMENT PLAN
$3.0M · 35 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B