How big is Heritage Wine Cellars, Ltd.'s plan?

Heritage Wine Cellars, Ltd.'s plan reported $4.5M in assets and 58 participants for 2025.

Original filing (PDF)20260312095627NAL0006699552001

Heritage Wine Cellars, Ltd.

Name: Heritage Wine Cellars, Ltd. — Heritage Wine Cellars, Form 5500 (2025)
Creator: Heritage Wine Cellars, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heritage Wine Cellars, Ltd. Local 710 Employees' 401(k) Plan

401(k) retirement plan · Heritage Wine Cellars, Ltd.'s Heritage Wine Cellars, Ltd. Local 710 Employees' 401(k) Plan held $4.5M in plan assets for 58 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

People on this filing

Howard Regenbaum signed Heritage Wine Cellars, Ltd.'s 2025 Form 5500 as plan administrator.

Howard Regenbaum — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Heritage Wine Cellars, Ltd.'s EIN is 36-2331325.

EIN 36-2331325

Plan number 002

Plan year 2025

ACK ID 20260312095627NAL0006699552001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Heritage Wine Cellars, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Heritage Wine Cellars, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HERITAGE WINE CELLARS, LTD..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score