Original filing (PDF)20250326123000NAL0032277906001

J. ROCHIOLI VINEYARD & WINERY

Name: J. ROCHIOLI VINEYARD & WINERY — J. ROCHIOLI VINEYARD & WINERY, LLC 401K PROFIT S HARING PLAN & TRUST, Form 5500 (2024)
Creator: J. ROCHIOLI VINEYARD & WINERY

Form 5500-SF

FILING_RECEIVED

J. ROCHIOLI VINEYARD & WINERY, LLC 401K PROFIT S HARING PLAN & TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for J. ROCHIOLI VINEYARD & WINERY.

Plan sponsor

Name

J. ROCHIOLI VINEYARD & WINERY

EIN

68-0026375

Address

6192 WESTSIDE ROAD · HEALDSBURG, CA · 954488319

Phone

(707) 433-2305

Industry

Agriculture, Forestry, Fishing, Huntingsee 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

2025-03-26

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

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

2A · Age/service weighted or new comparability

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Agriculture, Forestry, Fishing, Hunting plans

TRI-VALLEY VINEYARD MANAGEMENT, INC.

TVVM 401(K) PLAN

$2.4M · 42 participants

M THREE RANCHES, LLC

M THREE RANCHES, LLC PROFIT SHARING PLAN

$2.4M · 32 participants

SUNMET PACKING & COLD STORAGE, LLC

SUNMET PACKING & COLD STORAGE, LLC 401(K) PLAN

$2.4M · 135 participants

CAHOON FARMS INC

CAHOON FARMS INC 401K PLAN

$2.4M · 80 participants

STEVE MOORE FARMS

STEVE MOORE FARMS DEFINED BENEFIT PENSION PLAN

$2.4M · 5 participants