How big is Hart Davis Hart Wine Co.'s plan?

Hart Davis Hart Wine Co.'s plan reported $5.3M in assets and 46 participants for 2022.

Original filing (PDF)20230623055956NAL0000063203001

Hart Davis Hart Wine Co.

Name: Hart Davis Hart Wine Co. — Hart Davis Hart Wine Co., Form 5500 (2022)
Creator: Hart Davis Hart Wine Co.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hart Davis Hart Wine Co. 401(k) Plan

401(k) retirement plan · Hart Davis Hart Wine Co.'s Hart Davis Hart Wine Co. 401(k) Plan held $5.3M in plan assets for 46 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

People on this filing

Nick Rice signed Hart Davis Hart Wine Co.'s 2022 Form 5500 as plan administrator.

Nick Rice — 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

Hart Davis Hart Wine Co.'s EIN is 46-5268035.

EIN 46-5268035

Plan number 001

Plan year 2022

ACK ID 20230623055956NAL0000063203001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Hart Davis Hart Wine Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Hart Davis Hart Wine Co.'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 HART DAVIS HART WINE CO..

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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