· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WINE REVELRY LLC — VELVET 48 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250415220514NAL0004106097003
WINE REVELRY LLC
Form 5500-SF
FILING_RECEIVED
VELVET 48 401(K) PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
5
Plan assets (EOY)
$2K
Net assets (EOY)
$2K
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WINE REVELRY LLC
.
Find decision makers
Plan sponsor
Name
WINE REVELRY LLC
EIN
35-2601223
Address
310 LORTON AVE · BURLINGAME, CA · 94010
Phone
(415) 297-2978
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
VALLEY TRUCKS IN
VALLEY TRUCKS IN 401(K) PROFIT SHARING PLAN & TRUST
$2K · 8 participants
ACE BACKGROUND CHECK INC
ACE BACKGROUND CHECK INC CHAMBER BENEFIT ARRANGEMENT PLAN
$2K · 2 participants
LSJ BEVERAGE SERVICES LLC
LSJ BEVERAGE SERVICES
$2K · 16 participants
JOHNSON TOOLS LLC
JOHNSON TOOLS LLC 401(K)
$2K · 1 participants
TAX BRILLIANCE ADVISORS LLC
TAX BRILLIANCE ADVISORS LLC - 401(K)
$2K · 2 participants
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
TABONO CARE SERVICES LLC
TABONO CARE SERVICES, LLC
$2K · 113 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