Original filing (PDF)20250924130625NAL0006786513001

WALDO SPIRITS, INC.

Name: WALDO SPIRITS, INC. — MIKE'S KC WINE AND SPIRITS 401(K) PLAN, Form 5500 (2024)
Creator: WALDO SPIRITS, INC.

Form 5500-SF

FILING_RECEIVED

MIKE'S KC WINE AND SPIRITS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$666K

Net assets (EOY)

$666K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WALDO SPIRITS, INC..

Plan sponsor

Name

WALDO SPIRITS, INC.

EIN

43-1922126

Address

8447 WORNALL ROAD · KANSAS CITY, MO · 64114

Phone

(816) 645-6764

Industry

Retail Tradesee 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

2025-09-24

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

FIDDLEHEAD CELLARS LP

FIDDLEHEAD CELLARS RETIREMENT PLAN

$668K · 2 participants

NEW MONTRACHET LLC DBA VINTAGE WINE MERCHANTS

VINTAGE WINE MERCHANTS 401(K) PLAN

$664K · 13 participants

WICOMICO COUNTY LIQUOR CONTROL BOARD

WICOMICO COUNTY LIQUOR CONTROL BOARD PROFIT SHARING PLAN AND TRUST

$663K · 25 participants

BLICKER-PIERCE-WAGNER WINE MERCHANTS, LLC

BLICKER-PIERCE-WAGNER WINE MERCHANTS, LLC 401(K) P/S PLAN

$652K

CORKSCREW WINE AND CHEESE