Original filing (PDF)20251007165319NAL0008575920001

Oakville Winery Acquisition Group DBA NAPA Wine Company

Name: Oakville Winery Acquisition Group DBA NAPA Wine Company — Form 5500 Plan 001 (2024)
Creator: Oakville Winery Acquisition Group DBA NAPA Wine Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

NAPA Wine Company 401(k) Retirement Plan

401(k) retirement plan · Oakville Winery Acquisition Group DBA NAPA Wine Company's NAPA Wine Company 401(k) Retirement Plan held $4.6M in plan assets for 53 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

Plan identifiers

Oakville Winery Acquisition Group DBA NAPA Wine Company's EIN is 68-0289517.

EIN 68-0289517

Plan number 001

Plan year 2024

ACK ID 20251007165319NAL0008575920001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Oakville Winery Acquisition Group DBA NAPA Wine Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Oakville Winery Acquisition Group DBA NAPA Wine Company's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OAKVILLE WINERY ACQUISITION GROUP DBA NAPA WINE COMPANY.

Finding similar companies…

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