How big is Curated Wine Group, LLC's plan?

Curated Wine Group, LLC's plan reported $979K in assets and 13 participants for 2025.

Original filing (PDF)20260522220054NAL0003151905056

Curated Wine Group, LLC

Name: Curated Wine Group, LLC — Curated Selections 401(k), Form 5500 (2025)
Creator: Curated Wine Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Curated Selections 401(k) Plan

401(k) retirement plan · Curated Wine Group, LLC's Curated Selections 401(k) Plan held $979K in plan assets for 13 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$979K

Net assets (EOY)

$979K

People on this filing

Elantha Barry signed Curated Wine Group, LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Curated Wine Group, LLC's EIN is 46-5746827.

EIN 46-5746827

Plan number 001

Plan year 2025

ACK ID 20260522220054NAL0003151905056

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Curated Wine Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Curated Wine Group, 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 CURATED WINE GROUP, 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 (91st percentile).

Plan sponsor

Name

CURATED WINE GROUP, LLC

EIN

all filings

Address

2157 RICH ST · SUITE 603 · CHARLESTON, SC · 29405

Phone

(804) 513-3490

Industry

Retail Trade

Plan administrator