Original filing (PDF)20250729105556NAL0007195266001

COPA FINA WINE IMPORTS

Name: COPA FINA WINE IMPORTS — COPA FINA WINE IMPORTS RETIREMENT TRUST, Form 5500 (2024)
Creator: COPA FINA WINE IMPORTS

Form 5500-SF

FILING_RECEIVED

COPA FINA WINE IMPORTS RETIREMENT TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$227K

Net assets (EOY)

$227K

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 (86th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COPA FINA WINE IMPORTS.

Plan sponsor

Name

COPA FINA WINE IMPORTS

EIN

27-0244913all filings

Address

4200 PARK BOULEVARD · 651 · OAKLAND, CA · 94602

Phone

(510) 969-4044

Industry