Original filing (PDF)20241227101107NAL0007139235001

CARDETTI HERITAGE LLC

Name: CARDETTI HERITAGE LLC — CARDETTI HERITAGE LLC MCF BENEFIT PLAN, Form 5500 (2023)
Creator: CARDETTI HERITAGE LLC

Form 5500-SF

FILING_RECEIVED

CARDETTI HERITAGE LLC MCF BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

CARDETTI HERITAGE LLC

EIN

47-2099645

Address

21681 COUNTY ROAD 3640 · SAINT JAMES, MO · 65559

Phone

(573) 263-5559

Industry

Manufacturingsee all

Plan administrator

Name

BECKY WEKENBORG

EIN

82-0912782

City

JEFFERSON CITY, MO

Phone

(573) 634-3511

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-06-01

Tax period

2024-05-31

Filed

2024-12-27

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

Related plans

Similar-size Manufacturing plans

KELSEY SEE CANYON VINEYARDS, INC.

KELSEY SEE CANYON VINEYARDS 401(K) PLAN

THE RADIANT SPARKLING WINE COMPANY, LLC

RADIANT SPARKLING WINE 401(K) PLAN

ZRS WINES

ZRS WINES 401(K) PLAN

FENTON HERRIOTT VINEYARDS

FENTON HERRIOTT VINEYARDS 401K PLAN

ONE HAT ENTERPRISES, INC. DBA WATERS EDGE WINERY LB

WATERS EDGE WINERY LB 401(K) PLAN