How big is IPO Wines, LLC's plan?

IPO Wines, LLC's plan reported $242K in assets and 6 participants for 2024.

Original filing (PDF)20250919122233NAL0002509937001

IPO Wines, LLC

Name: IPO Wines, LLC — IPO Wines, LLC 401(k) Plan, Form 5500 (2024)
Creator: IPO Wines, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

IPO Wines, LLC 401(k) Plan

401(k) retirement plan · IPO Wines, LLC's IPO Wines, LLC 401(k) Plan held $242K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$242K

Net assets (EOY)

$242K

People on this filing

Marta Blake signed IPO Wines, LLC's 2024 Form 5500 as plan administrator.

Marta Blake — 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

IPO Wines, LLC's EIN is 20-4041796.

EIN 20-4041796

Plan number 001

Plan year 2024

ACK ID 20250919122233NAL0002509937001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for IPO Wines, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

IPO Wines, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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.

Plan sponsor

Name

IPO WINES, LLC

EIN

all filings

Address

119 W 23RD ST · #803 · NEW YORK, NY · 10011

Phone

(917) 470-4747

Industry

Wholesale Trade

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

2025-09-19

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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