Original filing (PDF)20250122170909NAL0005201073001

VINTAGE UNCORKED, INC. DBA A BOTTLE OR TWO

Name: VINTAGE UNCORKED, INC. DBA A BOTTLE OR TWO — RETIRE LIKE A FINE WINE 401(K) PLAN, Form 5500 (2024)
Creator: VINTAGE UNCORKED, INC. DBA A BOTTLE OR TWO

Form 5500-SF

FILING_RECEIVED

RETIRE LIKE A FINE WINE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$266K

Net assets (EOY)

$266K

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 average account balance (85th percentile).
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 VINTAGE UNCORKED, INC. DBA A BOTTLE OR TWO.

Plan sponsor

Name

VINTAGE UNCORKED, INC. DBA A BOTTLE OR TWO

EIN

26-3328397all filings

Address

11920 MONTGOMERY RD. · CINCINNATI, OH · 45249

Phone

(513) 583-8163

Industry

Retail Tradesee all

Plan administrator