Back to filter
Original filing (PDF)20250531040510NAL0015563728001
BLACKBIRD VINEYARDS, LLC
Form 5500-SF
FILING_RECEIVED
BLACKBIRD VINEYARDS RETIREMENT PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
20
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLACKBIRD VINEYARDS, LLC.
Plan sponsor
Name
BLACKBIRD VINEYARDS, LLC
EIN
27-3582204
Address
831 LATOUR COURT, B1 · NAPA, CA · 94558
Phone
(707) 754-4683
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-31
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Manufacturing plans
MI SUENO WINERY, INC.
MI SUENO WINERY, INC. 401(K) PROFIT SHARING PLAN
$1.4M · 15 participants
OBSIDIAN RIDGE WINE CO., LLC DBA/OBSIDIAN WINE CO.
OBSIDIAN RIDGE WINE CO., LLC DBA/OBSIDIAN WINE CO. 401(K) PROFIT SHARING PLAN
$1.4M · 19 participants
LAKEWOOD VINEYARDS, INC.
LAKEWOOD VINEYARDS, INC. SAFE HARBOR 401(K) PLAN
$1.4M · 23 participants
APERTURE CELLARS, LLC
APERTURE CELLARS RETIREMENT PLAN
$1.4M · 27 participants
REDWOOD EMPIRE VINEYARD MANAGEMENT, INC.
REDWOOD EMPIRE VINEYARD MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN
$1.4M · 284 participants
HUMBOLDT GROUP AND SUBSIDIARIES
TURNBULL WINE CELLARS 401(K) PLAN
$1.4M · 32 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
