How big is Vitis Terra Vineyard Services' plan?

Vitis Terra Vineyard Services' plan reported $383K in assets and 142 participants for 2023.

Original filing (PDF)20240806140248NAL0005790322001

Vitis Terra Vineyard Services

Name: Vitis Terra Vineyard Services — Vitis Terra Vineyard, Form 5500 (2023)
Creator: Vitis Terra Vineyard Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Vitis Terra Vineyard Services 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Vitis Terra Vineyard Services' Vitis Terra Vineyard Services 401(k) Profit Sharing Plan & Trust held $383K in plan assets for 142 participants in 2023.

Signals · 1

No auditor on file

Active participants

142

Accounts w/ balance

Plan assets (EOY)

$383K

Net assets (EOY)

$383K

People on this filing

Jessica Cortell signed Vitis Terra Vineyard Services' 2023 Form 5500 as plan administrator.

Jessica Cortell — 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

Vitis Terra Vineyard Services' EIN is 27-1940719.

EIN 27-1940719

Plan number 001

Plan year 2023

ACK ID 20240806140248NAL0005790322001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Vitis Terra Vineyard Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Vitis Terra Vineyard Services' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VITIS TERRA VINEYARD SERVICES.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).

Helping the score