CALIFORNIA WINE TOURS INC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
50
Accounts w/ balance
52
Plan assets (EOY)
$383K
Net assets (EOY)
$383K
Plan health score
85
/ 100
Grade A
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
47
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CALIFORNIA WINE TOURS INC.
Plan sponsor
Name
CALIFORNIA WINE TOURS INC
EIN
68-0351004
Address
4075 SOLANO AVE · NAPA, CA · 945582231
Phone
(707) 265-4362
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Name
ERISA FIDUCIARY SERVICES, INC.
EIN
47-1637791
City
HAUPPAUGE, NY
Phone
(631) 249-0500
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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