Original filing (PDF)20251002054508NAL0000102099001

NATIONAL WINE & SPIRITS, INC.

Name: NATIONAL WINE & SPIRITS, INC. — THE NWS 401(K) PLAN, Form 5500 (2024)
Creator: NATIONAL WINE & SPIRITS, INC.

Form 5500-SF

FILING_RECEIVED

THE NWS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.5M

Net assets (EOY)

$11.5M

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 NATIONAL WINE & SPIRITS, INC..

Plan sponsor

Name

NATIONAL WINE & SPIRITS, INC.

EIN

35-2064429

Address

733 SOUTH WEST STREET · INDIANAPOLIS, IN · 462251253

Phone

(317) 602-6644

Industry

Wholesale Tradesee 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

2025-10-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Wholesale Trade plans

HARTLEY & PARKER LTD, INC.

HARTLEY & PARKER LTD, INC. 401(K) PLAN

$11.4M · 175 participants

CAVALIER DISTRIBUTING COMPANY, INC.

CAVALIER DISTRIBUTING RETIREMENT PLAN

$11.4M · 331 participants

HIGH GRADE BEVERAGE CO.

HIGH GRADE BEVERAGE RETIREMENT FUND

$11.5M · 30 participants

JACK HILLIARD DISTRIBUTING COMPANY, INC.

JACK HILLIARD DISTRIBUTING COMPANY, INC. 401(K) PLAN

$11.6M · 300 participants

EUCLID BEVERAGE, LLC.

EUCLID BEVERAGE, LLC. 401(K) PLAN FOR BARGAINING EMPLOYEES