How big is Visit NAPA Valley's plan?

Visit NAPA Valley's plan reported $1.4M in assets and 12 participants for 2024.

Original filing (PDF)20250220102904NAL0008697072001

Visit NAPA Valley

Name: Visit NAPA Valley — Visit NAPA Valley 401(k) Plan, Form 5500 (2024)
Creator: Visit NAPA Valley
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Visit NAPA Valley 401(k) Plan

401(k) retirement plan · Visit NAPA Valley's Visit NAPA Valley 401(k) Plan held $1.4M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Visit NAPA Valley's EIN is 68-0217381.

EIN 68-0217381

Plan number 001

Plan year 2024

ACK ID 20250220102904NAL0008697072001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Visit NAPA Valley from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Visit NAPA Valley'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 VISIT NAPA VALLEY.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

VISIT NAPA VALLEY

EIN

all filings

Address

1001 SECOND STREET, SUITE 330 · NAPA, CA · 94559

Phone

(707) 226-5813

Industry

Professional & Technical Services

Plan administrator