How big is VINE Investment Advisors, LP's plan?

VINE Investment Advisors, LP's plan reported $688K in assets and 1 participants for 2024.

Original filing (PDF)20250703231605NAL0000368179001

VINE Investment Advisors, LP

Name: VINE Investment Advisors, LP — VINE Investment, Form 5500 (2024)
Creator: VINE Investment Advisors, LP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

VINE Investment Advisors, LP 401(k) Plan

401(k) retirement plan · VINE Investment Advisors, LP's VINE Investment Advisors, LP 401(k) Plan held $688K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$688K

Net assets (EOY)

$688K

People on this filing

James Moore signed VINE Investment Advisors, LP's 2024 Form 5500 as plan administrator.

James Moore — 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

VINE Investment Advisors, LP's EIN is 20-8744298.

EIN 20-8744298

Plan number 001

Plan year 2024

ACK ID 20250703231605NAL0000368179001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for VINE Investment Advisors, LP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

VINE Investment Advisors, LP'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 VINE INVESTMENT ADVISORS, LP.

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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 (90th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Plan sponsor

Name

VINE INVESTMENT ADVISORS, LP

EIN

all filings

Address

18 SHELDRAKE LANE · PALM BEACH GARDENS, FL · 33418

Phone

(917) 512-7051

Industry

Finance & Insurance

Plan administrator