How big is Julian Sinclair Wine & Cider LLC's plan?

Julian Sinclair Wine & Cider LLC's plan reported $111K in assets and 13 participants for 2025.

Original filing (PDF)20260417220107NAL0030745568065

Julian Sinclair Wine & Cider LLC

Name: Julian Sinclair Wine & Cider LLC — Julian Sinclair, Form 5500 (2025)
Creator: Julian Sinclair Wine & Cider LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Julian Sinclair Wine & Cider LLC 401(k) Plan

401(k) retirement plan · Julian Sinclair Wine & Cider LLC's Julian Sinclair Wine & Cider LLC 401(k) Plan held $111K in plan assets for 13 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$111K

Net assets (EOY)

$111K

People on this filing

Elantha Barry signed Julian Sinclair Wine & Cider 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

Julian Sinclair Wine & Cider LLC's EIN is 47-3636097.

EIN 47-3636097

Plan number 001

Plan year 2025

ACK ID 20260417220107NAL0030745568065

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Julian Sinclair Wine & Cider LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Julian Sinclair Wine & Cider 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 JULIAN SINCLAIR WINE & CIDER 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 (85th percentile).

Plan sponsor

Name

JULIAN SINCLAIR WINE & CIDER LLC

EIN

all filings

Address

327 W 4TH AVE · EUGENE, OR · 97401

Phone

(541) 844-0604

Industry

Wholesale Trade

Plan administrator