How big is AZUR Wines LLC's plan?

AZUR Wines LLC's plan reported $854K in assets and 2 participants for 2024.

Original filing (PDF)20250630164803NAL0012041681001

AZUR Wines LLC

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

Form 5500-SF

FILING_RECEIVED

AZUR Wines LLC 401(k) Plan

401(k) retirement plan · AZUR Wines LLC's AZUR Wines LLC 401(k) Plan held $854K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$854K

Net assets (EOY)

$854K

People on this filing

Shirley Horner signed AZUR Wines LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

AZUR Wines LLC's EIN is 20-8450182.

EIN 20-8450182

Plan number 001

Plan year 2024

ACK ID 20250630164803NAL0012041681001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).

Plan sponsor

Name

AZUR WINES LLC

EIN

all filings

Address

2238 1ST AVENUE · NAPA, CA · 94558

Phone

(707) 812-4203

Industry

Manufacturing

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

2025-06-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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