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COURT OF MASTER SOMMELIERS, AMERICA — EMPOWER HR RETIREMENT SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251014141132NAL0006248578001
COURT OF MASTER SOMMELIERS, AMERICA
Form 5500-SF
FILING_RECEIVED
EMPOWER HR RETIREMENT SAVINGS PLAN
Defined-contribution retirement plan
Active participants
7
Accounts w/ balance
6
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
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
COURT OF MASTER SOMMELIERS, AMERICA
.
Find decision makers
Plan sponsor
Name
COURT OF MASTER SOMMELIERS, AMERICA
EIN
68-0398505
Address
223 REEF CT · SANTA BARBARA, CA · 93109
Phone
(707) 255-5056
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Name
3(16) FIDUCIARY SERVICES CORPORATION
EIN
45-4813650
City
WOODSTOCK, GA
Phone
(561) 440-2139
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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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.
JENNER LAW P.C.
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