How big is Three Brothers Wineries & Estates, LLC's plan?

Three Brothers Wineries & Estates, LLC's plan reported $2.8M in assets and 40 participants for 2024.

Original filing (PDF)20250903102754NAL0015284177001

Three Brothers Wineries & Estates, LLC

Name: Three Brothers Wineries & Estates, LLC — Form 5500 Plan 002 (2024)
Creator: Three Brothers Wineries & Estates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Three Brothers Wineries & Estates, LLC 401(k)) Savings Plan

401(k) retirement plan · Three Brothers Wineries & Estates, LLC's Three Brothers Wineries & Estates, LLC 401(k)) Savings Plan held $2.8M in plan assets for 40 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Erica Paolicelli signed Three Brothers Wineries & Estates, LLC's 2024 Form 5500 as plan administrator.

Erica Paolicelli — 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

Three Brothers Wineries & Estates, LLC's EIN is 20-5457031.

EIN 20-5457031

Plan number 002

Plan year 2024

ACK ID 20250903102754NAL0015284177001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Three Brothers Wineries & Estates, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Three Brothers Wineries & Estates, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off