· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
RENTERIA VINEYARD MANAGEMENT, LL — RENTERIA VINEYARD MANAGEMENT 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250730092200NAL0005261088001
RENTERIA VINEYARD MANAGEMENT, LL
Form 5500-SF
FILING_RECEIVED
RENTERIA VINEYARD MANAGEMENT 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
189
Accounts w/ balance
83
Plan assets (EOY)
$3.9M
Net assets (EOY)
$3.9M
Plan health score (directional)
72
/ 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
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
RENTERIA VINEYARD MANAGEMENT, LL
.
Find decision makers
Plan sponsor
Name
RENTERIA VINEYARD MANAGEMENT, LL
EIN
26-1132943
Address
462 DEVLIN ROAD · NAPA, CA · 94558
Phone
(707) 255-0786
Industry
Agriculture, Forestry, Fishing, Hunting
see 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
2025-07-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Agriculture, Forestry, Fishing, Hunting plans
JONES AVIATION DBA JONES FLYING SERVICE
JONES AVIATION DBA JONES FLYING SERVICE 401(K) PROFIT SHARING PLAN
$3.9M · 48 participants
JMLORD, INC.
JMLORD, INC. 401(K) PROFIT SHARING PLAN
$3.9M · 21 participants
FARMERS ELEV. GRAIN & SUPPLY ASSOC.
FARMERS ELEVATOR GRAIN & SUPPLY ASSOC. 401K PLAN
$3.9M · 34 participants
WESTERN SPRINKLERS, INC.
WESTERN SPRINKLERS, INC. 401K PROFIT SHARING PLAN
$3.9M · 24 participants
SB&B OPERATING COMPANY, LLC
65
Knocking points off
No independent qualified public accountant (IQPA) named.
Only 44% 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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
SB&B OPERATING COMPANY, LLC 401(K) PLAN
$3.9M · 45 participants
FARMERS COOPERATIVE ELEVATOR COMPANY
CO-OP 401(K) PLAN
$3.9M · 24 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
