Original filing (PDF)20250520070339NAL0001764723001

DMC WINE LLC

Name: DMC WINE LLC — DMC WINE LLC 401(K) PSP AND TRUST, Form 5500 (2024)
Creator: DMC WINE LLC

Form 5500-SF

FILING_RECEIVED

DMC WINE LLC 401(K) PSP AND TRUST

401(k) retirement plan

Active participants

108

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DMC WINE LLC.

Plan sponsor

Name

DMC WINE LLC

EIN

26-0882216

Address

50 ANDERSON AVENUE · ROCHESTER, NY · 146071140

Phone

(585) 340-6161

Industry

Accommodation & Food Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-20

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Accommodation & Food Services plans

JIMENEZ HOLDING COMPANY, INC.

SANTA FE EMPLOYEES' 401(K) PLAN

$1.9M · 14 participants

WE GO FIRST, INC

TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN

$1.9M · 47 participants

CLUB GENE & GEORGETTI LIMITED PARTNERSHIP

CLUB GENE & GEORGETTI 401K PLAN

$1.9M · 68 participants

IDM III, INC.

IDM 401(K) PLAN

$1.9M · 28 participants

STOKELY HOSPITALITY ENTERPRISES

STOKELY HOSPITALITY ENTERPRISES 401(K) PLAN

$1.9M · 23 participants

Knocking points off

No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Only 24% as many balances as active participants — suggests many active employees aren't deferring.

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.