How big is Marked Tree Winery, LLC's plan?

Marked Tree Winery, LLC's plan reported $118K in assets and 12 participants for 2024.

Original filing (PDF)20250702100801NAL0032626754001

Marked Tree Winery, LLC

Name: Marked Tree Winery, LLC — Marked Tree Winery, LLC, Form 5500 (2024)
Creator: Marked Tree Winery, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Marked Tree Winery, LLC 401(k) Plan

401(k) retirement plan · Marked Tree Winery, LLC's Marked Tree Winery, LLC 401(k) Plan held $118K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$118K

Net assets (EOY)

$118K

People on this filing

Halle Scaturo signed Marked Tree Winery, LLC's 2024 Form 5500 as plan administrator.

Halle Scaturo — 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

Marked Tree Winery, LLC's EIN is 47-5075588.

EIN 47-5075588

Plan number 001

Plan year 2024

ACK ID 20250702100801NAL0032626754001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Marked Tree Winery, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Marked Tree Winery, 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 MARKED TREE WINERY, 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