Original filing (PDF)20250724154250NAL0002669795001

SOCIETY OF WINE EDUCATORS, INC.

Name: SOCIETY OF WINE EDUCATORS, INC. — SOCIETY OF WINE EDUCATORS 401(K) PLAN, Form 5500 (2024)
Creator: SOCIETY OF WINE EDUCATORS, INC.

Form 5500-SF

FILING_RECEIVED

SOCIETY OF WINE EDUCATORS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$183K

Net assets (EOY)

$183K

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOCIETY OF WINE EDUCATORS, INC..

Plan sponsor

Name

SOCIETY OF WINE EDUCATORS, INC.

EIN

22-2238037

Address

PO BOX 66140 · WASHINGTON, DC · 20035

Phone

(202) 408-8777

Industry