How big is Sonoma Valley Custom Wine's plan?

Sonoma Valley Custom Wine's plan reported $14K in assets and 10 participants for 2024.

Original filing (PDF)20250718145449NAL0000907411001

Sonoma Valley Custom Wine

Name: Sonoma Valley Custom Wine — Sonoma Valley Custom, Form 5500 (2024)
Creator: Sonoma Valley Custom Wine
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sonoma Valley Custom Wine 401(k) Plan

401(k) retirement plan · Sonoma Valley Custom Wine's Sonoma Valley Custom Wine 401(k) Plan held $14K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$14K

Net assets (EOY)

$14K

People on this filing

Marcus Bowie signed Sonoma Valley Custom Wine's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Sonoma Valley Custom Wine's EIN is 46-4221841.

EIN 46-4221841

Plan number 001

Plan year 2024

ACK ID 20250718145449NAL0000907411001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sonoma Valley Custom Wine from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sonoma Valley Custom Wine'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 SONOMA VALLEY CUSTOM WINE.

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Plan health score

Above-average plan

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