How big is Winehaven, Inc.'s plan?

Winehaven, Inc.'s plan reported $3.0M in assets and 5 participants for 2025.

Original filing (PDF)20260129103118NAL0006325664001

Winehaven, Inc.

Name: Winehaven, Inc. — Winehaven Retirement Savings Plan, Form 5500 (2025)
Creator: Winehaven, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Winehaven Retirement Savings Plan

401(k) retirement plan · Winehaven, Inc.'s Winehaven Retirement Savings Plan held $3.0M in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

Kyle Peterson signed Winehaven, Inc.'s 2025 Form 5500 as plan administrator.

Kyle Peterson — 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

Winehaven, Inc.'s EIN is 41-1831393.

EIN 41-1831393

Plan number 001

Plan year 2025

ACK ID 20260129103118NAL0006325664001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Winehaven, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Winehaven, Inc.'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 WINEHAVEN, INC..

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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