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SPRINGBOARD WINE COMPANY, LLC — SPRINGBOARD WINE COMPANY 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250617152849NAL0000993763001
SPRINGBOARD WINE COMPANY, LLC
Form 5500-SF
FILING_RECEIVED
SPRINGBOARD WINE COMPANY 401(K) PLAN
401(k) retirement plan
Active participants
25
Accounts w/ balance
8
Plan assets (EOY)
$178K
Net assets (EOY)
$178K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SPRINGBOARD WINE COMPANY, LLC
.
Find decision makers
Plan sponsor
Name
SPRINGBOARD WINE COMPANY, LLC
EIN
20-4469155
Address
200 KENTUCKY STREET, SUITE F · PETALUMA, CA · 94952
Phone
(415) 492-2035
Industry
Wholesale Trade
see 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
2025-06-17
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
Related plans
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CORDIER USA LLC
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KHOOTENAI, LLC DBA HOMETOWN LIQUORS
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65
Knocking points off
Only 32% as many balances as active participants — suggests many active employees aren't deferring.
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
LEBANESE ARAK CORPORATION
LEBANESE ARAK CORPORATION 401(K) PLAN
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BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
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BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
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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
