Original filing (PDF)20250602163838NAL0006946067001

AEF HEALTHCARE CONSULTANTS INC. DBA THE WINE SPOT

Name: AEF HEALTHCARE CONSULTANTS INC. DBA THE WINE SPOT — THE WINE SPOT 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: AEF HEALTHCARE CONSULTANTS INC. DBA THE WINE SPOT

Form 5500-SF

FILING_RECEIVED

THE WINE SPOT 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$338K

Net assets (EOY)

$338K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AEF HEALTHCARE CONSULTANTS INC. DBA THE WINE SPOT.

Plan sponsor

Name

AEF HEALTHCARE CONSULTANTS INC. DBA THE WINE SPOT

EIN

27-0856336all filings

Address

2271 LEE ROAD · CLEVELAND HEIGHTS, OH · 44118

Phone

(216) 577-9737

Industry

Retail Tradesee all

Plan administrator