How big is Wine Traditions Ltd.'s plan?

Wine Traditions Ltd.'s plan reported $536K in assets and 4 participants for 2024.

Original filing (PDF)20250928181609NAL0004736195001

Wine Traditions Ltd.

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

Form 5500-SF

FILING_RECEIVED

Wine Traditions Ltd. 401(k) Plan

401(k) retirement plan · Wine Traditions Ltd.'s Wine Traditions Ltd. 401(k) Plan held $536K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$536K

Net assets (EOY)

$536K

People on this filing

Edward Addiss signed Wine Traditions Ltd.'s 2024 Form 5500 as plan administrator.

Edward Addiss — 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

Wine Traditions Ltd.'s EIN is 54-1765833.

EIN 54-1765833

Plan number 001

Plan year 2024

ACK ID 20250928181609NAL0004736195001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wine Traditions Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wine Traditions Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WINE TRADITIONS LTD..

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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