How big is Kogod Wine Merchant Inc.'s plan?

Kogod Wine Merchant Inc.'s plan reported $218K in assets and 4 participants for 2025.

Original filing (PDF)20260429185909NAL0011302017001

Kogod Wine Merchant Inc.

Name: Kogod Wine Merchant Inc. — Kogod Wine Merchant, Form 5500 (2025)
Creator: Kogod Wine Merchant Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kogod Wine Merchant 401(k) Plan

401(k) retirement plan · Kogod Wine Merchant Inc.'s Kogod Wine Merchant 401(k) Plan held $218K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$218K

Net assets (EOY)

$218K

People on this filing

Heather Stewart signed Kogod Wine Merchant Inc.'s 2025 Form 5500 as plan administrator.

Heather Stewart — 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

Kogod Wine Merchant Inc.'s EIN is 46-3954530.

EIN 46-3954530

Plan number 001

Plan year 2025

ACK ID 20260429185909NAL0011302017001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Kogod Wine Merchant Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KOGOD WINE MERCHANT 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