How big is PALI Wine Company, L.P.'s plan?

PALI Wine Company, L.P.'s plan reported $1.8M in assets and 47 participants for 2025.

Original filing (PDF)20260416161529NAL0021512977001

PALI Wine Company, L.P.

Name: PALI Wine Company, L.P. — PALI Wine Company 401(k), Form 5500 (2025)
Creator: PALI Wine Company, L.P.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PALI Wine Company 401(k) Plan

401(k) retirement plan · PALI Wine Company, L.P.'s PALI Wine Company 401(k) Plan held $1.8M in plan assets for 47 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

PALI Wine Company, L.P.'s EIN is 20-3189505.

EIN 20-3189505

Plan number 001

Plan year 2025

ACK ID 20260416161529NAL0021512977001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for PALI Wine Company, L.P. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

PALI Wine Company, L.P.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

PALI WINE COMPANY, L.P.

EIN

all filings

Address

401 WILSHIRE BLVD SUITE 300 · SANTA MONICA, CA · 90401

Phone

(310) 889-0951

Industry

Manufacturing

Plan administrator