Original filing (PDF)20250703231605NAL0000368179001

VINE INVESTMENT ADVISORS, LP

Name: VINE INVESTMENT ADVISORS, LP — VINE INVESTMENT ADVISORS, LP 401(K) PLAN, Form 5500 (2024)
Creator: VINE INVESTMENT ADVISORS, LP

Form 5500-SF

FILING_RECEIVED

VINE INVESTMENT ADVISORS, LP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$688K

Net assets (EOY)

$688K

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).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VINE INVESTMENT ADVISORS, LP.

Plan sponsor

Name

VINE INVESTMENT ADVISORS, LP

EIN

20-8744298

Address

18 SHELDRAKE LANE · PALM BEACH GARDENS, FL · 33418

Phone

(917) 512-7051

Industry