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Original filing (PDF)20251205122206NAL0005716256001
NAKEDWINES.COM, INC.
Form 5500
FILING_RECEIVED
NAKEDWINES.COM 401(K) PLAN & TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
107
Accounts w/ balance
172
Plan assets (EOY)
$6.3M
Net assets (EOY)
$6.3M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (14 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NAKEDWINES.COM, INC..
Plan sponsor
Name
NAKEDWINES.COM, INC.
EIN
45-4138585
Address
497 WALNUT ST. · NAPA, CA · 94559
Phone
(970) 222-0481
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2025-12-05
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE WATERFORD GROUP LLC | — | ROCHESTER, NY | NONE | $6K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $3K | — |
Investments
30 direct securities· $6.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Trgt Date Ret 2050 R6 American Funds 0 | — | — | — | $1.2M | 19.8% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $1.1M | 16.8% | |
| American Funds Trgt Date Ret 2045 R6 American Funds 0 | — | — | — | $879K | 14.0% | |
| American Funds Trgt Date Ret 2055 R6 American Funds 0 | — | — | — | $787K | 12.5% | |
| American Funds Trgt Date Ret 2040 R6 American Funds 0 | — | — | — | $413K | 6.6% | |
| American Funds Trgt Date Ret 2060 R6 American Funds 0 | — | — | — | $362K | 5.8% | |
| JPMorgan Large Cap Growth R6 JPMorgan 0 | — | — | — | $313K | 5.0% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | — | — | — | $309K | 4.9% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $118K | 1.9% | |
| Vanguard Cash Reserves Federal MM Adm Vanguard 0 | — | — | — | $117K | 1.9% | |
| Vanguard Mid-Cap Growth Index Adm Vanguard 0 | — | — | — | $113K | 1.8% | |
| American Funds Trgt Date Ret 2035 R6 American Funds 0 | — | — | — | $92K | 1.5% | |
| American Funds Trgt Date Ret 2030 R6 American Funds 0 | — | — | — | $91K | 1.4% | |
| Fidelity Advisor Small Cap Growth I Fidelity 0 | — | — | — | $62K | 1.0% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $61K | 1.0% | |
| American Eupac R6 American Funds 0 | — | — | — | $50K | 0.8% | |
| TCW MetWest Total Return Bond Plan TCW 0 | — | — | — | $45K | 0.7% | |
| MFS Value R6 MFS 0 | — | — | — | $41K | 0.7% | |
| American Funds Trgt Date Ret 2020 R6 American Funds 0 | — | — | — | $31K | 0.5% | |
| American Funds Trgt Date Ret 2025 R6 American Funds 0 | — | — | — | $22K | 0.4% | |
| American Funds Trgt Date Ret 2065 R6 American Funds 0 | — | — | — | $12K | 0.2% | |
| DFA U.S. Targeted Value Portfolio I DFA 0 | — | — | — | $12K | 0.2% | |
| American Funds Trgt Date Ret 2010 R6 American Funds 0 | — | — | — | $12K | 0.2% | |
| American Funds Inc Fund of Amer R6 American Funds 0 | — | — | — | $6K | 0.1% | |
| Vanguard Equity Income Adm Vanguard 0 | — | — | — | $6K | <0.1% | |
| Fidelity Short-Term Treasury Bond Ind Fidelity 0 | — | — | — | $5K | <0.1% | |
| DFA Emerging Markets Portfolio Inst DFA 0 | — | — | — | $5K | <0.1% | |
| Allspring Special Mid Cap Value R6 Allspring 0 | — | — | — | $4K | <0.1% | |
| Vanguard Total Intl Bond Index Adm Vanguard 0 | — | — | — | $3K | <0.1% | |
| American Funds New World R6 American Funds 0 | — | — | — | $3K | <0.1% |
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