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STOLPMAN VINEYARDS, LLC 401(K) PLAN — Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250522155346NAL0002758835001
STOLPMAN VINEYARDS, LLC 401(K) PLAN
Form 5500-SF
FILING_RECEIVED
STOLPMAN VINEYARDS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
36
Accounts w/ balance
12
Plan assets (EOY)
$328K
Net assets (EOY)
$328K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
STOLPMAN VINEYARDS, LLC 401(K) PLAN
.
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Plan sponsor
Name
STOLPMAN VINEYARDS, LLC 401(K) PLAN
EIN
33-0895226
Address
PO BOX 488 · LOS OLIVOS, CA · 93441
Phone
(805) 688-0400
Industry
Agriculture, Forestry, Fishing, Hunting
see all
Plan administrator
Name
BDH PENSION, INC.
EIN
86-1714305
City
NEWBURY PARK, CA
Phone
(805) 544-1112
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-22
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
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 providers
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Knocking points off
Only 33% as many balances as active participants — suggests many active employees aren't deferring.
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.
FREDERICK L. RICHTER & SON, INC.
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