Original filing (PDF)20250916084659NAL0002799344001

CORNERSTONE CELLARS, LLC

Name: CORNERSTONE CELLARS, LLC — CREATED FROM CORNERSTONE CELLARS, LLC 401(K) PLAN AND TRUST, Form 5500 (2024)
Creator: CORNERSTONE CELLARS, LLC

Form 5500-SF

FILING_RECEIVED

CREATED FROM CORNERSTONE CELLARS, LLC 401(K) PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CORNERSTONE CELLARS, LLC.

Plan sponsor

Name

CORNERSTONE CELLARS, LLC

EIN

68-0339310

Address

P.O. BOX 5127 · NAPA, CA · 94581

Phone

(707) 280-4627

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-09-01

Filed

2025-09-16

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Wholesale Trade plans

RNDC SHARED SERVICES LLC

A. CAPPIONE, INC.

A. CAPPIONE, INC. 401(K) PLAN

TOTAL BEVERAGE, INC.

TOTAL BEVERAGE, INC. (GLASSBORO) AND EUGENE C. ROCKOWER, INC. (HAMILTON) 401(K) PLAN

ATLAS SALES INC.

ATLAS SALES INC. 401K PLAN

BREWMATION INCORPORATED

BREWMATION INCORPORATED SALARY SAVINGS PLAN