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BLICKER-PIERCE-WAGNER WINE MERCHANTS, LLC — BLICKER-PIERCE-WAGNER WINE MERCHANTS, LLC 401(K) P/S PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20241011085457NAL0036467984001
BLICKER-PIERCE-WAGNER WINE MERCHANTS, LLC
Form 5500-SF
FILING_RECEIVED
BLICKER-PIERCE-WAGNER WINE MERCHANTS, LLC 401(K) P/S PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
8
Plan assets (EOY)
$652K
Net assets (EOY)
$652K
Plan health score (directional)
87
/ 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BLICKER-PIERCE-WAGNER WINE MERCHANTS, LLC
.
Find decision makers
Plan sponsor
Name
BLICKER-PIERCE-WAGNER WINE MERCHANTS, LLC
EIN
20-4588906
Address
607 AIRPARK ROAD · NAPA, CA · 94558
Phone
(707) 967-0240
Industry
Retail Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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WICOMICO COUNTY LIQUOR CONTROL BOARD PROFIT SHARING PLAN AND TRUST
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Knocking points off
No active participants reported but plan still holds assets.
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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