· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
FIDDLEHEAD CELLARS LP — FIDDLEHEAD CELLARS RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251007170150NAL0008592928001
FIDDLEHEAD CELLARS LP
Form 5500-SF
FILING_RECEIVED
FIDDLEHEAD CELLARS RETIREMENT PLAN
401(k) retirement plan
Active participants
2
Accounts w/ balance
3
Plan assets (EOY)
$668K
Net assets (EOY)
$667K
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
FIDDLEHEAD CELLARS LP
.
Find decision makers
Plan sponsor
Name
FIDDLEHEAD CELLARS LP
EIN
68-0259174
Address
1017 EAST OCEAN AVENUE SUITE C · LOMPOC, CA · 934360000
Phone
(805) 735-7728
Industry
Retail Trade
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
2025-10-07
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Retail Trade plans
WALDO SPIRITS, INC.
MIKE'S KC WINE AND SPIRITS 401(K) PLAN
$666K · 22 participants
NEW MONTRACHET LLC DBA VINTAGE WINE MERCHANTS
VINTAGE WINE MERCHANTS 401(K) PLAN
$664K · 13 participants
WICOMICO COUNTY LIQUOR CONTROL BOARD
WICOMICO COUNTY LIQUOR CONTROL BOARD PROFIT SHARING PLAN AND TRUST
$663K · 25 participants
BLICKER-PIERCE-WAGNER WINE MERCHANTS, LLC
BLICKER-PIERCE-WAGNER WINE MERCHANTS, LLC 401(K) P/S PLAN
$652K
CORKSCREW WINE AND CHEESE
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
CORKSCREW WINE AND CHEESE 401(K) PLAN
$650K · 14 participants
JOHNSON CITY WINE PARTNERS LLC
JOHNSON CITY WINE PARTNERS, LLC SIMPLIFIED 401(K) PROFIT SHARING PLAN & TRUST
$647K · 14 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
