Original filing (PDF)20250912161358NAL0001471489001

RB WINE ASSOCIATES, LLC DBA RACK & RIDDLE

Name: RB WINE ASSOCIATES, LLC DBA RACK & RIDDLE — RACK & RIDDLE CUSTOM WINE SERVICES 401(K) PLAN, Form 5500 (2024)
Creator: RB WINE ASSOCIATES, LLC DBA RACK & RIDDLE

Form 5500-SF

FILING_RECEIVED

RACK & RIDDLE CUSTOM WINE SERVICES 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

169

Accounts w/ balance

136

Plan assets (EOY)

$5.7M

Net assets (EOY)

$5.7M

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RB WINE ASSOCIATES, LLC DBA RACK & RIDDLE.

Plan sponsor

Name

RB WINE ASSOCIATES, LLC DBA RACK & RIDDLE

DBA

DBA RACK & RIDDLE

EIN

20-8410949

Address

499 MOORE LANE · HEALDSBURG, CA · 95448

Phone

(707) 433-8400

Industry

Manufacturingsee 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

2025-09-12

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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