Original filing (PDF)20251007141355NAL0002735155001

INTERNATIONAL WINES, INC.

Name: INTERNATIONAL WINES, INC. — INTERNATIONAL WINES, INC RETIREMENT PLAN, Form 5500 (2024)
Creator: INTERNATIONAL WINES, INC.

Form 5500

FILING_RECEIVED

INTERNATIONAL WINES, INC RETIREMENT PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.5M

Net assets (EOY)

$8.5M

How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (100th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INTERNATIONAL WINES, INC..

Plan sponsor

Name

INTERNATIONAL WINES, INC.

EIN

63-0661487

Address

100 GILBERT DRIVE · ALABASTER, AL · 35007

Phone

(205) 917-1796

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE VANGUARD GROUP, INC.	23-1945930	—	NONE	$18K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
BRIDGEWORTH WEALTH MANAGEMENT	26-3162378	—	NONE	$35K	—

Investments

32 direct securities· $8.5M(100% of reported assets)

Other securities

$8.5M

30 holdings

Participant loans

$42K

1 holding

Cash / Money Market

$2K

1 holding

					% of plan
Vanguard Target Retirement 2020 Fund Vanguard 0	Other securities	—	—	$1.7M	19.5%
Vanguard Target Retirement Income Fund Vanguard 0	Other securities	—	—	$1.6M	18.6%
Vanguard Target Retirement 2045 Fund Vanguard 0	Other securities	—	—	$1.1M	12.4%
Vanguard Target Retirement 2035 Fund Vanguard 0	Other securities	—	—	$820K	9.6%
Vanguard Target Retirement 2040 Fund Vanguard 0	Other securities	—	—	$569K	6.7%
Vanguard Target Retirement 2025 Fund Vanguard 0	Other securities	—	—	$515K	6.0%
Vanguard Target Retirement 2050 Fund Vanguard 0	Other securities	—	—	$398K	4.7%
DFA U.S. Core Equity I DFA 0	Other securities	—	—	$338K	4.0%
Vanguard Target Retirement 2030 Fund Vanguard 0	Other securities	—	—	$267K	3.1%
Vanguard Target Retirement 2055 Fund Vanguard 0	Other securities	—	—	$239K	2.8%
DFA International Core Eqty 2 Port DFA 0	Other securities	—	—	$169K	2.0%
DFA U.S. Small Cap Value Portfolio I DFA 0	Other securities	—	—	$152K	1.8%
DFA U.S. Large Cap Value Portfolio I DFA 0	Other securities	—	—	$143K	1.7%
DFA Intl Small Cap Value Portf Instl DFA 0	Other securities	—	—	$75K	0.9%
Dodge & Cox Stock Fund I Dodge & Cox 0	Other securities	—	—	$67K	0.8%
American Funds EuroPacific Gr R6 American Funds 0	Other securities	—	—	$60K	0.7%
Vanguard Real Estate Index Adm Vanguard 0	Other securities	—	—	$55K	0.6%
Vanguard Short-Term Bond Index Adm Vanguard 0	Other securities	—	—	$54K	0.6%
Vanguard Target Retirement 2060 Fund Vanguard 0	Other securities	—	—	$52K	0.6%
DFA Emerging Markets Core Eqty 2 Port DFA 0	Other securities	—	—	$47K	0.5%
Various Rates and Maturities Participant's Loan Account 0	Participant loans	—	—	$42K	0.5%
DFA Emerging Markets Value Portfolio I DFA 0	Other securities	—	—	$35K	0.4%
DFA Emerging Mkts Small Cap Port I DFA 0	Other securities	—	—	$35K	0.4%
Vanguard Inflation-Protected Sec Adm Vanguard 0	Other securities	—	—	$30K	0.4%
Vanguard Total Bond Market Index Adm Vanguard 0	Other securities	—	—	$21K	0.2%
Vanguard 500 Index Adm Vanguard 0	Other securities	—	—	$12K	0.1%
Vanguard Total Intl Stock Index Adm Vanguard 0	Other securities	—	—	$5K	<0.1%
American Funds Growth Fund of Amer R6 American Funds 0	Other securities	—	—	$4K	<0.1%
Vanguard Mid Cap Index Adm Vanguard 0	Other securities	—	—	$3K	<0.1%
Vanguard Cash Reserves Federal MM Adm Vanguard 0	Cash / Money Market	—	—	$2K	<0.1%
Vanguard Small-Cap Index Adm Vanguard 0	Other securities	—	—	$2K	<0.1%
Vanguard Emerging Mkts Stock Idx Adm Vanguard 0	Other securities	—	—	$2K	<0.1%