How big is Lynfred Winery's plan?

Lynfred Winery's plan reported $1.9M in assets and 65 participants for 2024.

Original filing (PDF)20250922124215NAL0002139731001

Lynfred Winery

Name: Lynfred Winery — Lynfred Winery 401(k) Plan, Form 5500 (2024)
Creator: Lynfred Winery
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lynfred Winery 401(k) Plan

401(k) retirement plan · Lynfred Winery's Lynfred Winery 401(k) Plan held $1.9M in plan assets for 65 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Andres Basso signed Lynfred Winery's 2024 Form 5500 as plan administrator.

Andres Basso — 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

Lynfred Winery's EIN is 36-3020015.

EIN 36-3020015

Plan number 001

Plan year 2024

ACK ID 20250922124215NAL0002139731001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lynfred Winery from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lynfred Winery'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 LYNFRED WINERY.

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Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

LYNFRED WINERY

EIN

all filings

Address

15 S. ROSELLE ROAD · ROSELLE, IL · 60172

Phone

(630) 529-9463

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-03-01

Tax period

2025-02-28

Filed

2025-09-22

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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