How big is STEM Wine Company, LLC's plan?

STEM Wine Company, LLC's plan reported $431K in assets and 16 participants for 2024.

Original filing (PDF)20250611075705NAL0012103059001

STEM Wine Company, LLC

Name: STEM Wine Company, LLC — STEM Wine Company 401(k), Form 5500 (2024)
Creator: STEM Wine Company, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

STEM Wine Company 401(k) Plan

401(k) retirement plan · STEM Wine Company, LLC's STEM Wine Company 401(k) Plan held $431K in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$431K

Net assets (EOY)

$431K

People on this filing

Shirley Horner signed STEM Wine Company, LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

STEM Wine Company, LLC's EIN is 47-2674648.

EIN 47-2674648

Plan number 001

Plan year 2024

ACK ID 20250611075705NAL0012103059001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for STEM Wine Company, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

STEM Wine Company, 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 STEM WINE COMPANY, 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