Original filing (PDF)20250710133942NAL0005566961001

SCHATZI WINES LLC

Name: SCHATZI WINES LLC — SCHATZI WINES LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: SCHATZI WINES LLC

Form 5500-SF

FILING_RECEIVED

SCHATZI WINES LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$408K

Net assets (EOY)

$408K

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).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SCHATZI WINES LLC.

Plan sponsor

Name

SCHATZI WINES LLC

EIN

46-5255725

Address

820 SALISBURY TPKE · RED HOOK, NY · 125714751

Phone

(845) 266-0376

Industry