How big is Collective Peril LLC DBA Jolie-Laide Wines' plan?

Collective Peril LLC DBA Jolie-Laide Wines' plan reported $136K in assets and 3 participants for 2025.

Original filing (PDF)20260515214716NAL0018965618001

Collective Peril LLC DBA Jolie-Laide Wines

Name: Collective Peril LLC DBA Jolie-Laide Wines — Form 5500 Plan 001 (2025)
Creator: Collective Peril LLC DBA Jolie-Laide Wines
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Collective Peril 401(k) Profit Sharing Plan

401(k) retirement plan · Collective Peril LLC DBA Jolie-Laide Wines' Collective Peril 401(k) Profit Sharing Plan held $136K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$136K

Net assets (EOY)

$136K

People on this filing

Jenny Schultz signed Collective Peril LLC DBA Jolie-Laide Wines' 2025 Form 5500 as plan administrator.

Jenny Schultz — 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

Collective Peril LLC DBA Jolie-Laide Wines' EIN is 27-2586642.

EIN 27-2586642

Plan number 001

Plan year 2025

ACK ID 20260515214716NAL0018965618001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Collective Peril LLC DBA Jolie-Laide Wines from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Collective Peril LLC DBA Jolie-Laide Wines' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COLLECTIVE PERIL LLC DBA JOLIE-LAIDE WINES.

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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 (89th percentile).

Plan sponsor

Name

COLLECTIVE PERIL LLC DBA JOLIE-LAIDE WINES

EIN

all filings

Address

21684 EIGHTH STREET EAST · SUITE 400 · SONOMA, CA · 95476

Phone

(609) 472-0813

Industry

Manufacturing

Plan administrator