How big is LODI Vintners Inc.'s plan?

LODI Vintners Inc.'s plan reported $799K in assets and 24 participants for 2024.

Original filing (PDF)20250630133122NAL0028865250003

LODI Vintners Inc.

Name: LODI Vintners Inc. — LODI Vintners Inc. Retirement, Form 5500 (2024)
Creator: LODI Vintners Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LODI Vintners Inc. Retirement Trust

401(k) retirement plan · LODI Vintners Inc.'s LODI Vintners Inc. Retirement Trust held $799K in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$799K

Net assets (EOY)

$799K

People on this filing

Jenni Rippey signed LODI Vintners Inc.'s 2024 Form 5500 as plan administrator.

Jenni Rippey — 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

LODI Vintners Inc.'s EIN is 68-0254079.

EIN 68-0254079

Plan number 001

Plan year 2024

ACK ID 20250630133122NAL0028865250003

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for LODI Vintners Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

LODI Vintners Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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