Original filing (PDF)20250725121206NAL0005817953001

ROCKSIDE WINERY & VINEYARDS

Name: ROCKSIDE WINERY & VINEYARDS — ROCKSIDE WINERY & VINEYARDS OFB BENEFIT PLAN, Form 5500 (2024)
Creator: ROCKSIDE WINERY & VINEYARDS

Form 5500-SF

FILING_RECEIVED

ROCKSIDE WINERY & VINEYARDS OFB BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROCKSIDE WINERY & VINEYARDS.

Plan sponsor

Name

ROCKSIDE WINERY & VINEYARDS

EIN

47-1801757

Address

2363 LANCASTER-NEWARK RD NE · LANCASTER, OH · 43130

Phone

(740) 687-4414

Industry

Wholesale Tradesee all

Plan administrator

Name

TREVOR KIRKPATRICK

EIN

81-1291972

City

COLUMBUS, OH

Phone

(614) 249-2400

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-25

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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