Original filing (PDF)20250911094611NAL0000206593001

VINE INVESTMENT ADVISORS, LP

Name: VINE INVESTMENT ADVISORS, LP — VINE INVESTMENT ADVISORS, LP CASH BALANCE PLAN, Form 5500 (2024)
Creator: VINE INVESTMENT ADVISORS, LP

Form 5500-SF

FILING_RECEIVED

VINE INVESTMENT ADVISORS, LP CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan health score

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — 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

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-11

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

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

3B · Covers self-employed individuals

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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