How big is Carneros Vintners Inc.'s plan?

Carneros Vintners Inc.'s plan reported $647K in assets and 18 participants for 2024.

Original filing (PDF)20250630122351NAL0027511442001

Carneros Vintners Inc.

Name: Carneros Vintners Inc. — Carneros Vintners Inc., Form 5500 (2024)
Creator: Carneros Vintners Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carneros Vintners Inc. Retirement Trust

401(k) retirement plan · Carneros Vintners Inc.'s Carneros Vintners Inc. Retirement Trust held $647K in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$647K

Net assets (EOY)

$647K

People on this filing

Jenni Rippey signed Carneros Vintners Inc.'s 2024 Form 5500 as plan administrator.

Jenni Rippey — 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

Carneros Vintners Inc.'s EIN is 26-2742347.

EIN 26-2742347

Plan number 001

Plan year 2024

ACK ID 20250630122351NAL0027511442001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carneros Vintners Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carneros Vintners Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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).

Plan sponsor

Name

CARNEROS VINTNERS INC.

EIN

all filings

Address

4202 STAGE GULCH ROAD · SONOMA, CA · 95476

Phone

(707) 933-9349

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator