Original filing (PDF)20260115103724NAL0018574112001

CHARLOIS COOPERAGE USA

Name: CHARLOIS COOPERAGE USA — CHARLOIS COOPERAGE USA 401K PLAN, Form 5500 (2024)
Creator: CHARLOIS COOPERAGE USA

Form 5500-SF

FILING_RECEIVED

CHARLOIS COOPERAGE USA 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHARLOIS COOPERAGE USA.

Plan sponsor

Name

CHARLOIS COOPERAGE USA

EIN

27-3308293

Address

1285 FOOTHILL BOULEVARD · CLOVERDALE, CA · 95425

Phone

(707) 944-1330

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2026-01-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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