· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
YOUNT MILL VINEYARDS — YOUNT MILL VINEYARDS 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250923164737NAL0002679539001
YOUNT MILL VINEYARDS
Form 5500-SF
FILING_RECEIVED
YOUNT MILL VINEYARDS 401(K) PLAN
401(k) retirement plan
Active participants
42
Accounts w/ balance
43
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
YOUNT MILL VINEYARDS
.
Find decision makers
Plan sponsor
Name
YOUNT MILL VINEYARDS
EIN
68-0142939
Address
P.O. BOX 434 · OAKVILLE, CA · 94562
Phone
(707) 944-4473
Industry
Agriculture, Forestry, Fishing, Hunting
see 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
2025-09-23
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Agriculture, Forestry, Fishing, Hunting plans
RYAN AND JENNIFER PEDERSON
PEDERSON FARMS CASH BALANCE PLAN
$1.0M · 4 participants
CORTEZ GROWERS ASSOCIATION, INC.
CORTEZ GROWERS ASSOCIATION, INC. MONEY PURCHASE PENSION PLAN
$1.0M · 15 participants
MCCHESNEY FARMS, INC.
MCCHESNEY FARMS, INC. 401(K) PROFIT SHARING PLAN
$1.0M · 14 participants
YELLOWFRAME FARM LLC
YELLOWFRAME FARM LLC 401(K) PROFIT SHARING PLAN & TRUST
$1.0M · 11 participants
CATTANI FARMS, LLC
CATTANI FARMS, LLC 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$1.0M · 10 participants
JOHN C. LEO & SON, LLC
JOHN C. LEO & SON, LLC SAVINGS PLAN & TRUST
$1.0M · 48 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
