How big is William Cole Vineyards' plan?

William Cole Vineyards' plan reported $775K in assets and 8 participants for 2024.

Original filing (PDF)20250529123935NAL0004808515001

William Cole Vineyards

Name: William Cole Vineyards — William Cole Vineyards, Form 5500 (2024)
Creator: William Cole Vineyards
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

William Cole Vineyards Retirement Trust

401(k) retirement plan · William Cole Vineyards' William Cole Vineyards Retirement Trust held $775K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$775K

Net assets (EOY)

$775K

Plan identifiers

William Cole Vineyards' EIN is 14-1846551.

EIN 14-1846551

Plan number 001

Plan year 2024

ACK ID 20250529123935NAL0004808515001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for William Cole Vineyards from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

William Cole Vineyards' plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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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