How big is Schug Winery, LLC's plan?

Schug Winery, LLC's plan reported $1.5M in assets and 9 participants for 2024.

Original filing (PDF)20251001151742NAL0014456848001

Schug Winery, LLC

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

Form 5500-SF

FILING_RECEIVED

Schug Winery LLC 401(k) Plan

401(k) retirement plan · Schug Winery, LLC's Schug Winery LLC 401(k) Plan held $1.5M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Schug Winery, LLC's EIN is 20-5717378.

EIN 20-5717378

Plan number 001

Plan year 2024

ACK ID 20251001151742NAL0014456848001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SCHUG WINERY, 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