Original filing (PDF)20250606044342NAL0008940483001

NINER WINE ESTATES

Name: NINER WINE ESTATES — NINER WINE ESTATES 401K PLAN, Form 5500 (2024)
Creator: NINER WINE ESTATES

Form 5500-SF

FILING_RECEIVED

NINER WINE ESTATES 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

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 NINER WINE ESTATES.

Plan sponsor

Name

NINER WINE ESTATES

EIN

38-3698313

Address

2705 ANDERSON ROAD · PASO ROBLES, CA · 93446

Phone

(805) 239-2233

Industry

Manufacturingsee 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

2025-06-06

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Manufacturing plans

STONE HILL WINE CO., INC.

STONE HILL WINE CO., INC. 401(K) PROFIT SHARING PLAN

$2.7M · 40 participants

BATTO FRUIT CO.

BATTO FRUIT CO. 401(K) PLAN

$2.6M · 2 participants

WILSON CREEK WINERY

WILSON CREEK WINERY 401(K) PROFIT SHARING PLAN AND TRUST

$2.7M · 154 participants

THE WINERY AT BULL RUN, LLC

THE WINERY AT BULL RUN, LLC CASH BALANCE PLAN

$2.7M · 23 participants

CLENDENEN-LINDQUIST VINTNERS, INC.

CLV RETIREMENT SAVINGS PLAN