How big is Oak Ridge Winery, LLC's plan?

Oak Ridge Winery, LLC's plan reported $2.7M in assets and 83 participants for 2024.

Original filing (PDF)20250908113706NAL0019278897001

Oak Ridge Winery, LLC

Name: Oak Ridge Winery, LLC — Oak Ridge Winery, LLC 401(k), Form 5500 (2024)
Creator: Oak Ridge Winery, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oak Ridge Winery, LLC 401(k) Plan & Trust

401(k) retirement plan · Oak Ridge Winery, LLC's Oak Ridge Winery, LLC 401(k) Plan & Trust held $2.7M in plan assets for 83 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Steven Thomas signed Oak Ridge Winery, LLC's 2024 Form 5500 as plan administrator.

Steven Thomas — 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

Oak Ridge Winery, LLC's EIN is 22-3862717.

EIN 22-3862717

Plan number 001

Plan year 2024

ACK ID 20250908113706NAL0019278897001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Oak Ridge Winery, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Oak Ridge Winery, LLC's plan includes ERISA 404(c) participant direction, profit-sharing, 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 OAK RIDGE WINERY, LLC.

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Plan health score

Above-average plan

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

Knocking points off