How big is Schatzi Wines LLC's plan?

Schatzi Wines LLC's plan reported $408K in assets and 5 participants for 2024.

Original filing (PDF)20250710133942NAL0005566961001

Schatzi Wines LLC

Name: Schatzi Wines LLC — Schatzi Wines LLC 401(k) Profit, Form 5500 (2024)
Creator: Schatzi Wines LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Schatzi Wines LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Schatzi Wines LLC's Schatzi Wines LLC 401(k) Profit Sharing Plan & Trust held $408K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$408K

Net assets (EOY)

$408K

People on this filing

Kevin B PIKE signed Schatzi Wines LLC's 2024 Form 5500 as plan administrator.

Kevin B PIKE — 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

Schatzi Wines LLC's EIN is 46-5255725.

EIN 46-5255725

Plan number 001

Plan year 2024

ACK ID 20250710133942NAL0005566961001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Schatzi Wines LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Schatzi Wines LLC'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 SCHATZI WINES LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

SCHATZI WINES LLC

EIN

all filings

Address

820 SALISBURY TPKE · RED HOOK, NY · 125714751

Phone

(845) 266-0376

Industry

Other Services (ex. Public Admin)

Plan administrator