How big is Petroleum Wine Consulting, LLC's plan?

Petroleum Wine Consulting, LLC's plan reported $1.9M in assets and 4 participants for 2024.

Original filing (PDF)20250521162021NAL0002055345001

Petroleum Wine Consulting, LLC

Name: Petroleum Wine Consulting, LLC — Petroleum Wine, Form 5500 (2024)
Creator: Petroleum Wine Consulting, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Petroleum Wine Consulting, 401(k) Plan

401(k) retirement plan · Petroleum Wine Consulting, LLC's Petroleum Wine Consulting, 401(k) Plan held $1.9M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

KATE Estes signed Petroleum Wine Consulting, LLC's 2024 Form 5500 as plan administrator.

KATE Estes — 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

Petroleum Wine Consulting, LLC's EIN is 27-0429309.

EIN 27-0429309

Plan number 001

Plan year 2024

ACK ID 20250521162021NAL0002055345001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Petroleum Wine Consulting, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Petroleum Wine Consulting, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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 (99th percentile).

Plan sponsor

Name

PETROLEUM WINE CONSULTING, LLC

EIN

all filings

Address

P.O. BOX 2020 · SAINT HELENA, CA · 94574

Phone

(707) 967-9179

Industry

Admin Support & Waste Mgmt

Plan administrator