· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
NAVARRO VINEYARDS, LLC — NAVARRO VINEYARDS AND NAVARRO RANCH PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250916084405NAL0002338448001
NAVARRO VINEYARDS, LLC
Form 5500-SF
FILING_RECEIVED
NAVARRO VINEYARDS AND NAVARRO RANCH PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
57
Accounts w/ balance
51
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
Plan health score (directional)
89
/ 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
NAVARRO VINEYARDS, LLC
.
Find decision makers
Plan sponsor
Name
NAVARRO VINEYARDS, LLC
EIN
20-8503111
Address
P. O. BOX 47 · PHILO, CA · 95466
Phone
(707) 895-3686
Industry
Agriculture, Forestry, Fishing, Hunting
see 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
2025-09-16
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Agriculture, Forestry, Fishing, Hunting plans
ORANDI MEDICAL PA 1989 RESTATED
ORANDI MEDICAL PA EMPLOYEE PROFIT SHARING AND TRUST
$2.0M · 2 participants
ORO VISTA FARMS, LLC
ORO VISTA FARMS, LLC 401(K) PLAN
$2.0M · 13 participants
VALLEY CORPORATION
VALLEY CORPORATION 401(K) SAVINGS PLAN
$2.0M · 15 participants
SANTINI RANCH LLC
JIM SANTINI RANCH PENSION PLAN & TRUST
$2.0M · 14 participants
CUNNINGHAM RANCH, INC.
CUNNINGHAM RANCH INC PROFIT SHARING PLAN
$2.0M · 2 participants
100
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.
Small plan (5500-SF) — Schedule H data not available.
THERMICULTURE MANAGEMENT, INC
THERMICULTURE MANAGEMENT 401K PROFIT SHARING PLAN
$2.0M · 68 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
